Anne Mccallion - 24 Oct 2025 Form 4 Insider Report for PennyMac Financial Services, Inc. (PFSI)

Reporting relationship: Director
Issuer ticker: PFSI
Reported as of: 24 Oct 2025
Net transaction value: -$3,340,138
SEC form: 4
Accepted by SEC: 28 Oct 2025, 21:32:39 UTC
Prior SEC filing: 19 Feb 2025
Next SEC filing: 13 Feb 2026
Source filing: View source filing
Reporting owner signature: /s/ Derek W. Stark, attorney-in-fact for Ms. McCallion

Key filing fact

Anne Mccallion filed Form 4 for PennyMac Financial Services, Inc. (PFSI) on 28 Oct 2025.

Key facts

This page summarizes Anne Mccallion's Form 4 filing for PennyMac Financial Services, Inc. (PFSI).
4 reported transactions and 3 derivative rows are listed below.
Accepted by SEC: 28 Oct 2025, 21:32.

Change

Previous filing in this sequence was filed on 19 Feb 2025.
Current net transaction value: -$3,340,138.

Research use

This tells you what this filing adds before you inspect full transaction and derivative tables.
You can trace every row back to the original SEC filing document.

Evidence

Filed on Form 4

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reporting Owners (1)

CIK 0001232611 Primary reporting owner

MCCALLION ANNE

Relationship: Director
Address: C/O PENNYMAC FINANCIAL SERVICES, INC., 3043 TOWNSGATE ROAD, WESTLAKE VILLAGE
Signature: /s/ Derek W. Stark, attorney-in-fact for Ms. McCallion
Signature date: 28 Oct 2025

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

PFSI transaction

Common Stock

Options Exercise

Transaction value: $313,257
Shares: +27,771
Change %: +1795%
Price: $11.28
Shares after: 29,318
Date: 24 Oct 2025
Ownership: Direct
Footnotes: F1

PFSI transaction

Common Stock

Sale

Transaction value: $2,713,452
Shares: -20,544
Change %: -70%
Price: $132.08
Shares after: 8,774
Date: 24 Oct 2025
Ownership: Direct
Footnotes: F2

PFSI transaction

Common Stock

Sale

Transaction value: $939,944
Shares: -7,227
Change %: -82%
Price: $130.06
Shares after: 1,547
Date: 24 Oct 2025
Ownership: Direct
Footnotes: F3, F4

PFSI holding

Common Stock

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 154,956
Date: 24 Oct 2025
Ownership: The McCallion Family Trust dated 12/21/98

Reported derivative securities

Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.

PFSI transaction Derivative

Nonstatutory Stock Option (Right to Buy)

Options Exercise

Transaction value: $0
Shares: -27,771
Change %: -100%
Price: $0.000000
Shares after: 0
Date: 24 Oct 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 27,771
Exercise price: $11.28
Footnotes: F5

PFSI holding Derivative

Nonstatutory Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 22,506
Date: 24 Oct 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 22,506
Exercise price: $18.05
Footnotes: F6

PFSI holding Derivative

Nonstatutory Stock Option (Right to Buy)

No transaction description listed

Transaction value
Shares
Change %
Price
Shares after: 17,204
Date: 24 Oct 2025
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 17,204
Exercise price: $24.40
Footnotes: F7

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 7 footnotes

Footnote F1

The reported amount consists of 1,547 restricted stock units and 27,771 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Footnote F2

The price reported is the weighted average price of multiple transactions ranging from $131.75 to $132.74. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Footnote F3

The price reported is the weighted average price of multiple transactions ranging from $132.75 to $133.49. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or a security holder of the Issuer the number of common shares of beneficial interest and the prices at which the transactions were effected.

Footnote F4

The reported amount consists of 1,547 restricted stock units. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Footnote F5

This nonstatutory stock option to purchase 27,771 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 7, 2017, 2018 and 2019, subject to the Reporting Person's committed service through each date.

Footnote F6

This nonstatutory stock option to purchase 22,506 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 6, 2018, 2019 and 2020, subject to the Reporting Person's committed service through each date.

Footnote F7

This nonstatutory stock option to purchase 17,204 shares of Common Stock of the Issuer will vest as to one-third of the optioned shares on each of March 9, 2019, 2020 and 2021, subject to the Reporting Person's committed service through each date.