• Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
Quantisnow Logo
  • Live Feeds
    • Press Releases
    • Insider Trading
    • FDA Approvals
    • Analyst Ratings
    • Insider Trading
    • SEC filings
    • Market insights
  • Analyst Ratings
  • Alerts
  • Subscriptions
  • AI Executive AssistantNEW
  • Settings
  • RSS Feeds
PublishGo to AppAI Helper
    Quantisnow Logo

    © 2025 quantisnow.com
    Democratizing insights since 2022

    Services
    Live news feedsRSS FeedsAlertsPublish with Us
    Company
    AboutQuantisnow PlusContactJobsAI employees for your businessNEW
    Legal
    Terms of usePrivacy policyCookie policy

    SEC Form 144 filed by PennyMac Financial Services Inc.

    5/15/25 5:34:25 PM ET
    $PFSI
    Finance: Consumer Services
    Finance
    Get the next $PFSI alert in real time by email
    Form 144 Filer Information UNITED STATES
    SECURITIES AND EXCHANGE COMMISSION
    Washington, D.C. 20549

    Form 144

    NOTICE OF PROPOSED SALE OF SECURITIES
    PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933

    FORM 144

    144: Filer Information

    Filer CIK
    0001591994
    Filer CCC
    XXXXXXXX
    Is this a LIVE or TEST Filing? Radio button checked LIVE Radio button not checked TEST

    Submission Contact Information

    Name
    Phone
    E-Mail Address

    144: Issuer Information

    Name of Issuer
    PennyMac Financial Services, Inc.
    SEC File Number
    001-38727
    Address of Issuer
    3043 TOWNSGATE ROAD
    WESTLAKE VILLAGE
    CALIFORNIA
    91361
    Phone
    (818) 224-7442
    Name of Person for Whose Account the Securities are To Be Sold
    Perotti Daniel Stanley
    See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.

    Relationship to Issuer
    Officer

    144: Securities Information

    Title of the Class of Securities To Be SoldName and Address of the BrokerNumber of Shares or Other Units To Be SoldAggregate Market ValueNumber of Shares or Other Units OutstandingApproximate Date of SaleName the Securities Exchange
    Common Stock
    Merrill Lynch
    225 Liberty St
    Floor 37
    New York � NY � 10281
    105001044227.955166358605/15/2025
    NYSE


    Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

    144: Securities To Be Sold

    Title of the ClassDate you AcquiredNature of Acquisition TransactionName of Person from Whom AcquiredIs this a Gift?Date Donor AcquiredAmount of Securities AcquiredDate of PaymentNature of Payment *
    Common Stock02/23/2024Vesting of restricted stock unit awardPennyMac Financial Services, Inc.Checkbox not checked261102/23/2024Granted as part of issuer equity compensation plan
    Common Stock02/24/2024Vesting of restricted stock unit awardPennyMac Financial Services, Inc.Checkbox not checked110202/24/2024Granted as part of issuer equity compensation plan
    Common Stock02/25/2024Vesting of restricted stock unit awardPennyMac Financial Services, Inc.Checkbox not checked63702/25/2024Granted as part of issuer equity compensation plan
    Common Stock02/29/2024Vesting of performance share unit awardPennyMac Financial Services, Inc.Checkbox not checked157402/29/2024Granted as part of issuer equity compensation plan
    Common Stock02/23/2025Vesting of restricted stock unit awardPennyMac Financial Services, Inc.Checkbox not checked260102/23/2025Granted as part of issuer equity compensation plan
    Common Stock02/24/2025Vesting of restricted stock unit awardPennyMac Financial Services, Inc.Checkbox not checked110102/24/2025Granted as part of issuer equity compensation plan
    Common Stock02/28/2025Vesting of restricted stock unit awardPennyMac Financial Services, Inc.Checkbox not checked87402/28/2025Granted as part of issuer equity compensation plan

    * If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.



    Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

    144: Securities Sold During The Past 3 Months

    Name and Address of SellerTitle of Securities SoldDate of SaleAmount of Securities SoldGross Proceeds
    Daniel Perotti
    3043 TOWNSGATE ROAD
    WESTLAKE VILLAGE � CA � 91361
    Common Stock02/14/2025105001065607.34

    144: Remarks and Signature

    Remarks
    Date of Notice
    05/15/2025
    Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1
    06/27/2024

    ATTENTION:

    The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
    Signature
    Daniel Perotti

    ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)

    Get the next $PFSI alert in real time by email

    Crush Q3 2025 with the Best AI Executive Assistant

    Stay ahead of the competition with Tailforce.ai - your AI-powered business intelligence partner.

    AI-Powered Inbox
    Context-aware email replies
    Strategic Decision Support
    Get Started with Tailforce.ai

    Recent Analyst Ratings for
    $PFSI

    DatePrice TargetRatingAnalyst
    4/8/2025$114.00Mkt Perform → Outperform
    Keefe Bruyette
    7/22/2024$102.00Outperform → Mkt Perform
    Keefe Bruyette
    4/9/2024$100.00 → $105.00Mkt Perform → Outperform
    Keefe Bruyette
    1/10/2024Outperform → Mkt Perform
    Keefe Bruyette
    1/10/2024$115.00Buy
    Deutsche Bank
    12/6/2023$85.00Neutral
    UBS
    12/6/2023$13.50Neutral
    UBS
    11/15/2023$82.00Overweight
    Barclays
    More analyst ratings

    $PFSI
    Analyst Ratings

    Analyst ratings in real time. Analyst ratings have a very high impact on the underlying stock. See them live in this feed.

    See more
    • PennyMac upgraded by Keefe Bruyette with a new price target

      Keefe Bruyette upgraded PennyMac from Mkt Perform to Outperform and set a new price target of $114.00

      4/8/25 9:14:27 AM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • PennyMac downgraded by Keefe Bruyette with a new price target

      Keefe Bruyette downgraded PennyMac from Outperform to Mkt Perform and set a new price target of $102.00

      7/22/24 8:16:22 AM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • PennyMac upgraded by Keefe Bruyette with a new price target

      Keefe Bruyette upgraded PennyMac from Mkt Perform to Outperform and set a new price target of $105.00 from $100.00 previously

      4/9/24 8:25:24 AM ET
      $PFSI
      Finance: Consumer Services
      Finance

    $PFSI
    Insider Trading

    Insider transactions reveal critical sentiment about the company from key stakeholders. See them live in this feed.

    See more
    • Director Nanji Farhad was granted 274 shares, increasing direct ownership by 0.15% to 185,070 units (SEC Form 4)

      4 - PennyMac Financial Services, Inc. (0001745916) (Issuer)

      7/28/25 6:37:37 PM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • Director Mazzella Joseph F was granted 294 shares, increasing direct ownership by 0.32% to 93,157 units (SEC Form 4)

      4 - PennyMac Financial Services, Inc. (0001745916) (Issuer)

      7/28/25 6:35:43 PM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • Chief Legal Officer Stark Derek gifted 250 shares, decreasing direct ownership by 0.98% to 25,371 units (SEC Form 4)

      4 - PennyMac Financial Services, Inc. (0001745916) (Issuer)

      7/28/25 6:33:24 PM ET
      $PFSI
      Finance: Consumer Services
      Finance

    $PFSI
    Press Releases

    Fastest customizable press release news feed in the world

    See more
    • PennyMac Financial Services, Inc. Reports Second Quarter 2025 Results

      PennyMac Financial Services, Inc. (NYSE:PFSI) today reported net income of $136.5 million for the second quarter of 2025, or $2.54 per share on a diluted basis, on revenue of $444.7 million. Book value per share increased to $78.04 from $75.57 at March 31, 2025. PFSI's Board of Directors declared a second quarter cash dividend of $0.30 per share, payable on August 22, 2025, to common stockholders of record as of August 13, 2025. Second Quarter 2025 Highlights Pretax income was $76.4 million, down from $104.2 million in the prior quarter and $133.9 million in the second quarter of 2024 Production segment pretax income was $57.8 million, down from $61.9 million in the prior quarter

      7/22/25 4:15:00 PM ET
      $PFSI
      $PMT
      Finance: Consumer Services
      Finance
      Real Estate Investment Trusts
      Real Estate
    • PennyMac Mortgage Investment Trust Reports Second Quarter 2025 Results

      PennyMac Mortgage Investment Trust (NYSE:PMT) today reported a net loss attributable to common shareholders of $2.9 million, or $(0.04) per common share for the second quarter of 2025, on net investment income of $70.2 million. PMT previously announced a cash dividend for the second quarter of 2025 of $0.40 per common share of beneficial interest, which was declared on June 25, 2025, and will be paid on July 25, 2025, to common shareholders of record as of July 11, 2025. Second Quarter 2025 Highlights Financial results: Net loss attributable to common shareholders of $2.9 million; annualized return on average common shareholders' equity of (1)%1 Solid levels of income excluding mar

      7/22/25 4:15:00 PM ET
      $PFSI
      $PMT
      Finance: Consumer Services
      Finance
      Real Estate Investment Trusts
      Real Estate
    • PennyMac Mortgage Investment Trust Announces Date for Release of Second Quarter 2025 Results

      PennyMac Mortgage Investment Trust (NYSE:PMT) will announce results for the quarter ended June 30, 2025, in a news release to be issued after the market close on Tuesday, July 22, 2025. Management will host a conference call and live audio webcast at 6:00 p.m. Eastern Time to review the results. The release, webcast, and accompanying materials will be available online at pmt.pennymac.com. A replay of the webcast will be available shortly after its conclusion. Individuals who are unable to access the website but would like to receive a copy of the materials should contact our Investor Relations department at 818.224.7028. About PennyMac Mortgage Investment Trust PennyMac Mortgage Inv

      7/15/25 8:00:00 AM ET
      $PFSI
      $PMT
      Finance: Consumer Services
      Finance
      Real Estate Investment Trusts
      Real Estate

    $PFSI
    Leadership Updates

    Live Leadership Updates

    See more
    • Pennymac Hires Isaac Boltansky as Managing Director, Head of Public Policy

      PennyMac Financial Services, Inc. (NYSE:PFSI) (Pennymac), one of the largest publicly-traded residential mortgage companies in the country, today announced the appointment of Isaac Boltansky as Managing Director, Head of Public Policy. "Pennymac is pleased to welcome Isaac to our strong team of industry professionals. In moments of industry transformation, it is critical to have leaders who understand the ecosystem with the expertise to shape the future of mortgage lending through thoughtful advocacy," said David Spector, Chairman and CEO at Pennymac. "Isaac's established industry ties, policy expertise and strategic insights will reinforce Pennymac's leadership in the mortgage sector." M

      3/11/25 8:00:00 AM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • Fintech Executive Jerry Halbrook Joins Pennymac's Leadership Team as Chief Mortgage Innovation Officer

      Top Mortgage Lender Appoints Business and Technology Executive to Lead Key Efforts in Technology Solutions, While Providing a Superb Customer Experience for its Correspondent and Broker Partners PennyMac Financial Services, Inc. (NYSE:PFSI) (Pennymac) announced today the appointment of Jerry Halbrook as the organization's Chief Mortgage Innovation Officer. With decades of Fintech experience, Mr. Halbrook will develop and launch new technology solutions, preparing the company for future innovations while enhancing Pennymac's business model. This press release features multimedia. View the full release here: https://www.businesswire.com/news/home/20221003005240/en/Jerry Halbrook, Chief Mortg

      10/3/22 4:30:00 PM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • PennyMac Financial Services, Inc. Announces Appointment of President and Chief Mortgage Banking Officer

      WESTLAKE VILLAGE, Calif.--(BUSINESS WIRE)--PennyMac Financial Services, Inc. (NYSE: PFSI) today announced the appointment of Doug Jones as President and Chief Mortgage Banking Officer. Mr. Jones had previously served as the Company’s Senior Managing Director and Chief Mortgage Banking Officer, as well as President of PennyMac Loan Services, the Company’s mortgage banking subsidiary. In his new role, Mr. Jones continues to be responsible for all activities relating to the Company’s loan production and loan servicing businesses. “I am pleased to announce this promotion for Doug, which reflects the Company’s continued focus on succession planning,” said PFSI Chairman and CEO David A

      3/3/21 4:30:00 PM ET
      $PFSI
      Finance: Consumer Services
      Finance

    $PFSI
    Large Ownership Changes

    This live feed shows all institutional transactions in real time.

    See more
    • Amendment: SEC Form SC 13G/A filed by PennyMac Financial Services Inc.

      SC 13G/A - PennyMac Financial Services, Inc. (0001745916) (Subject)

      11/14/24 1:28:35 PM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • SEC Form SC 13G filed by PennyMac Financial Services Inc.

      SC 13G - PennyMac Financial Services, Inc. (0001745916) (Subject)

      2/14/24 10:04:40 AM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • SEC Form SC 13G filed by PennyMac Financial Services Inc.

      SC 13G - PennyMac Financial Services, Inc. (0001745916) (Subject)

      2/13/24 5:12:03 PM ET
      $PFSI
      Finance: Consumer Services
      Finance

    $PFSI
    SEC Filings

    See more
    • SEC Form 10-Q filed by PennyMac Financial Services Inc.

      10-Q - PennyMac Financial Services, Inc. (0001745916) (Filer)

      7/29/25 4:12:07 PM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • PennyMac Financial Services Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits

      8-K - PennyMac Financial Services, Inc. (0001745916) (Filer)

      7/22/25 4:31:50 PM ET
      $PFSI
      Finance: Consumer Services
      Finance
    • PennyMac Financial Services Inc. filed SEC Form 8-K: Submission of Matters to a Vote of Security Holders

      8-K - PennyMac Financial Services, Inc. (0001745916) (Filer)

      6/18/25 5:10:50 PM ET
      $PFSI
      Finance: Consumer Services
      Finance

    $PFSI
    Financials

    Live finance-specific insights

    See more
    • PennyMac Financial Services, Inc. Reports Second Quarter 2025 Results

      PennyMac Financial Services, Inc. (NYSE:PFSI) today reported net income of $136.5 million for the second quarter of 2025, or $2.54 per share on a diluted basis, on revenue of $444.7 million. Book value per share increased to $78.04 from $75.57 at March 31, 2025. PFSI's Board of Directors declared a second quarter cash dividend of $0.30 per share, payable on August 22, 2025, to common stockholders of record as of August 13, 2025. Second Quarter 2025 Highlights Pretax income was $76.4 million, down from $104.2 million in the prior quarter and $133.9 million in the second quarter of 2024 Production segment pretax income was $57.8 million, down from $61.9 million in the prior quarter

      7/22/25 4:15:00 PM ET
      $PFSI
      $PMT
      Finance: Consumer Services
      Finance
      Real Estate Investment Trusts
      Real Estate
    • PennyMac Mortgage Investment Trust Reports Second Quarter 2025 Results

      PennyMac Mortgage Investment Trust (NYSE:PMT) today reported a net loss attributable to common shareholders of $2.9 million, or $(0.04) per common share for the second quarter of 2025, on net investment income of $70.2 million. PMT previously announced a cash dividend for the second quarter of 2025 of $0.40 per common share of beneficial interest, which was declared on June 25, 2025, and will be paid on July 25, 2025, to common shareholders of record as of July 11, 2025. Second Quarter 2025 Highlights Financial results: Net loss attributable to common shareholders of $2.9 million; annualized return on average common shareholders' equity of (1)%1 Solid levels of income excluding mar

      7/22/25 4:15:00 PM ET
      $PFSI
      $PMT
      Finance: Consumer Services
      Finance
      Real Estate Investment Trusts
      Real Estate
    • PennyMac Mortgage Investment Trust Announces Date for Release of Second Quarter 2025 Results

      PennyMac Mortgage Investment Trust (NYSE:PMT) will announce results for the quarter ended June 30, 2025, in a news release to be issued after the market close on Tuesday, July 22, 2025. Management will host a conference call and live audio webcast at 6:00 p.m. Eastern Time to review the results. The release, webcast, and accompanying materials will be available online at pmt.pennymac.com. A replay of the webcast will be available shortly after its conclusion. Individuals who are unable to access the website but would like to receive a copy of the materials should contact our Investor Relations department at 818.224.7028. About PennyMac Mortgage Investment Trust PennyMac Mortgage Inv

      7/15/25 8:00:00 AM ET
      $PFSI
      $PMT
      Finance: Consumer Services
      Finance
      Real Estate Investment Trusts
      Real Estate