Welcome to our dedicated page for Pennymac Mortg SEC filings (Ticker: PMT), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
The PennyMac Mortgage Investment Trust (NYSE: PMT) SEC filings page on Stock Titan provides structured access to the trust’s regulatory disclosures, along with AI-powered summaries that help explain complex documents. PMT is a mortgage REIT that invests primarily in residential mortgage loans and mortgage-related assets, and its filings offer detailed insight into how it manages credit risk, interest rate exposure and capital.
Investors can review annual reports on Form 10-K and quarterly reports on Form 10-Q to see segment results for credit sensitive strategies, interest rate sensitive strategies and correspondent production. These reports describe net gains on investments and financings, net loan servicing fees, net interest income, and expenses such as loan servicing fees, management fees and loan fulfillment fees paid to PennyMac Financial Services, Inc. and its affiliates. AI summaries highlight key metrics, segment performance and notable changes in the investment portfolio.
Frequent current reports on Form 8-K disclose material events, including quarterly earnings announcements, annual meeting voting results and new debt issuances. Recent 8-K filings describe the creation of direct financial obligations through 8.500% Exchangeable Senior Notes due 2029 issued by PennyMac Corp., an indirect wholly owned subsidiary of PMT, and guaranteed by the trust. These filings outline interest rates, maturity dates, exchange features into PMT common shares, ranking of the notes and intended uses of proceeds, such as repayment of borrowings under secured mortgage servicing rights and servicing advance facilities.
Filings also list PMT’s NYSE-listed securities, including common shares of beneficial interest, multiple series of cumulative redeemable preferred shares and senior notes. Proxy-related disclosures and annual meeting 8-Ks provide information on trustee elections, auditor ratification and advisory votes on executive compensation. With real-time updates from EDGAR and AI-generated explanations, this page helps users quickly understand the implications of PMT’s regulatory filings, including capital structure changes, segment reporting and governance matters.
PennyMac Mortgage Investment Trust reported a Schedule 13G filing showing Vanguard Capital Management beneficially owned 4,445,251 shares of Common Stock, equal to 5.10% of the class as of 03/31/2026. The filing states Vanguard has sole voting power over 632,923 shares and sole dispositive power over 4,445,251 shares. The submission is signed by Ashley Grim on 04/30/2026 and describes holdings held on behalf of various Vanguard-managed funds and accounts.
PennyMac Mortgage Investment Trust: Vanguard Portfolio Management reports beneficial ownership of 4,985,189 shares of common stock, representing 5.72% of the class as set out on Schedule 13G with an ownership date of 03/31/2026. The filing shows sole voting power of 33,569 shares and sole dispositive power over 4,985,189 shares. The form is signed by Ashley Grim on 04/29/2026.
PennyMac Mortgage Investment Trust is asking shareholders to vote at its virtual 2026 Annual Meeting on June 16, 2026 at 11:00 a.m. Pacific Time. Holders of common shares at the April 20, 2026 record date may participate online using a 16-digit control number.
Shareholders will vote on electing three Class II trustees to terms expiring in 2029, ratifying Deloitte & Touche LLP as independent auditor for 2026, and approving, by non-binding vote, executive compensation. The Board recommends voting FOR all three proposals and highlights majority voting for trustees, an independent lead trustee, strong board independence and robust ownership and clawback policies.
PennyMac Mortgage Investment Trust ownership filing by The Vanguard Group states that, following an internal realignment, certain Vanguard subsidiaries will report holdings separately. The amendment reports 0 shares beneficially owned and 0% of the class as of the filing. The disclosure cites SEC Release No. 34-39538 and notes separate, disaggregated reporting by subsidiaries after the realignment.
PennyMac Mortgage Investment Trust filed an initial ownership report for Chief Investment Officer Sebring Marshall. The filing shows Marshall has beneficial ownership of 21,873 Common Shares of Beneficial Interest, consisting of 20,644 restricted stock units and 1,299 common shares. The restricted stock units will convert into an equal number of common shares upon vesting.
PennyMac Mortgage Investment Trust filed an initial statement of beneficial ownership for Chief Enterprise Risk Officer Shiva Iyer. The filing reports 7,407 restricted stock units, each to be settled in one common share of beneficial interest when the units vest.
PennyMac Mortgage Investment Trust Chief Revenue Officer Abbie Tidmore reported a routine tax-related share withholding. On the vesting of restricted share units, 484 common shares of beneficial interest were withheld to cover taxes at a price of $11.89 per share. After this non-open-market disposition, Tidmore holds 40,745 common shares and restricted stock units in total, consisting of 16,669 restricted stock units and 24,076 common shares of beneficial interest.
PennyMac Mortgage Investment Trust Chief Legal Officer Derek Stark reported a routine tax-related share disposition. On vesting of restricted share units, 931 Common Shares of beneficial interest were withheld to cover taxes at an indicated value of $11.89 per share. Following this withholding, Stark directly holds 62,539 shares, consisting of 18,255 restricted share units and 44,284 Common Shares of beneficial interest, with the restricted units to be settled in an equal number of shares upon vesting. This event reflects compensation-related tax withholding rather than an open-market sale.
PennyMac Mortgage Investment Trust director and president Doug Jones had 2,960 common shares of beneficial interest withheld at $11.89 per share to cover taxes upon the vesting of restricted share units. This was a non-market, tax-withholding disposition rather than an open-market sale.
After this transaction, Jones directly holds 98,217 shares in total, consisting of 60,314 restricted share units and 37,903 common shares of beneficial interest, which will be delivered as the units vest.
PennyMac Mortgage Investment Trust Chief Financial Officer Daniel Perotti reported a routine tax-withholding transaction related to equity compensation. On March 12, 2026, 2,658 Common Shares of beneficial interest were withheld at a price of $11.89 per share to cover taxes upon the vesting of restricted share units. This was not an open-market sale or purchase.
Following the withholding, Perotti directly owned 53,277 Common Shares of beneficial interest, which include 34,372 restricted share units and 18,905 Common Shares to be or already settled in stock upon vesting. He also had an indirect holding of 99,654 Common Shares of beneficial interest through The Perotti Family Trust.