Key facts
- This page summarizes Daniel Stanley Perotti's Form 4 filing for PennyMac Mortgage Investment Trust (PMT).
- 13 reported transactions and 6 derivative rows are listed below.
- Accepted by SEC: 25 Feb 2026, 19:57.
Daniel Stanley Perotti - 23 Feb 2026 Form 4 Insider Report for PennyMac Mortgage Investment Trust (PMT)
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- PMT
- Reported as of
- 23 Feb 2026
- Net transaction value
- -$69,537
- SEC form
- 4
- Accepted by SEC
- 25 Feb 2026, 19:57:00 UTC
- Prior SEC filing
- 24 Feb 2026
- Next SEC filing
- 26 Feb 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Derek W. Stark, attorney-in-fact for Mr. Perotti
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Daniel Stanley Perotti filed Form 4 for PennyMac Mortgage Investment Trust (PMT) on 25 Feb 2026.
Change
- Previous filing in this sequence was filed on 24 Feb 2026.
- Current net transaction value: -$69,537.
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
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001591994
Primary reporting owner
Perotti Daniel Stanley
- Relationship
- Chief Financial Officer
- Address
- C/O PENNYMAC MORTGAGE INVESTMENT TRUST, 3043 TOWNSGATE ROAD, WESTLAKE VILLAGE
- Signature
- /s/ Derek W. Stark, attorney-in-fact for Mr. Perotti
- Signature date
- 25 Feb 2026
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
PMT
transaction
Common Shares of Beneficial Interest
Options Exercise
- Transaction value
- $0
- Shares
- +5,569
- Change %
- +17%
- Price
- $0.000000
- Shares after
- 37,717
- Date
- 23 Feb 2026
- Ownership
- Direct
- Footnotes
- F1
PMT
transaction
Common Shares of Beneficial Interest
Options Exercise
- Transaction value
- $0
- Shares
- +5,053
- Change %
- +13%
- Price
- $0.000000
- Shares after
- 42,770
- Date
- 23 Feb 2026
- Ownership
- Direct
- Footnotes
- F2
PMT
transaction
Common Shares of Beneficial Interest
Options Exercise
- Transaction value
- $0
- Shares
- +5,142
- Change %
- +12%
- Price
- $0.000000
- Shares after
- 47,912
- Date
- 23 Feb 2026
- Ownership
- Direct
- Footnotes
- F3
PMT
transaction
Common Shares of Beneficial Interest
Tax liability
- Transaction value
- $24,568
- Shares
- -1,999
- Change %
- -4.2%
- Price
- $12.29
- Shares after
- 45,913
- Date
- 23 Feb 2026
- Ownership
- Direct
- Footnotes
- F4
PMT
transaction
Common Shares of Beneficial Interest
Tax liability
- Transaction value
- $22,294
- Shares
- -1,814
- Change %
- -4%
- Price
- $12.29
- Shares after
- 44,099
- Date
- 23 Feb 2026
- Ownership
- Direct
- Footnotes
- F4
PMT
transaction
Common Shares of Beneficial Interest
Tax liability
- Transaction value
- $22,675
- Shares
- -1,845
- Change %
- -4.2%
- Price
- $12.29
- Shares after
- 42,254
- Date
- 23 Feb 2026
- Ownership
- Direct
- Footnotes
- F4
PMT
transaction
Common Shares of Beneficial Interest
Award
- Transaction value
- $0
- Shares
- +18,518
- Change %
- +44%
- Price
- $0.000000
- Shares after
- 60,772
- Date
- 23 Feb 2026
- Ownership
- Direct
- Footnotes
- F5, F6
PMT
holding
Common Shares of Beneficial Interest
No transaction description listed
- Transaction value
- Shares
- Change %
- Price
- Shares after
- 99,654
- Date
- 23 Feb 2026
- Ownership
- The Perotti Family Trust
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
PMT
transaction
Derivative
Performance-Based Restricted Share Units
Award
- Transaction value
- $0
- Shares
- +5,569
- Change %
- Price
- $0.000000
- Shares after
- 5,569
- Date
- 23 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares of Beneficial Interest
- Underlying amount
- 5,569
- Exercise price
- Footnotes
- F1
PMT
transaction
Derivative
Performance-Based Restricted Share Units
Options Exercise
- Transaction value
- $0
- Shares
- -5,569
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 23 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares of Beneficial Interest
- Underlying amount
- 5,569
- Exercise price
- Footnotes
- F1
PMT
transaction
Derivative
Performance-Based Restricted Share Units
Award
- Transaction value
- $0
- Shares
- +5,053
- Change %
- Price
- $0.000000
- Shares after
- 5,053
- Date
- 23 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares of Beneficial Interest
- Underlying amount
- 5,053
- Exercise price
- Footnotes
- F2
PMT
transaction
Derivative
Performance-Based Restricted Share Units
Options Exercise
- Transaction value
- $0
- Shares
- -5,053
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 23 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares of Beneficial Interest
- Underlying amount
- 5,053
- Exercise price
- Footnotes
- F2
PMT
transaction
Derivative
Performance-Based Restricted Share Units
Award
- Transaction value
- $0
- Shares
- +5,142
- Change %
- Price
- $0.000000
- Shares after
- 5,142
- Date
- 23 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares of Beneficial Interest
- Underlying amount
- 5,142
- Exercise price
- Footnotes
- F3
PMT
transaction
Derivative
Performance-Based Restricted Share Units
Options Exercise
- Transaction value
- $0
- Shares
- -5,142
- Change %
- -100%
- Price
- $0.000000
- Shares after
- 0
- Date
- 23 Feb 2026
- Ownership
- Direct
- Underlying class
- Common Shares of Beneficial Interest
- Underlying amount
- 5,142
- Exercise price
- Footnotes
- F3
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 6 footnotes
Footnote F1
This performance-based restricted share unit (PSU) award was granted on February 28, 2023 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2023, 2024 and 2025. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.
Footnote F2
This performance-based restricted share unit (PSU) award was granted on March 12, 2024 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2024, 2025 and 2026. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.
Footnote F3
This performance-based restricted share unit (PSU) award was granted on February 24, 2025 and may vest in three equal installments subject to the satisfaction of certain performance based criteria for each of the fiscal years ending 2025, 2026 and 2027. The PSU vested as to one-third on February 23, 2026 and the payout of common shares of beneficial interest pursuant to the PSU award for the 2025 fiscal year was determined based on a return on equity and relative total stockholder return for the period of January 1, 2025 through December 31, 2025 resulting in a payout of 79.2%.
Footnote F4
Represents shares withheld for taxes upon vesting of performance-based restricted share units.
Footnote F5
The Reporting Person was granted restricted stock units, which will vest in three equal installments beginning on the first anniversary of the grant date, are to be settled in an equal number of shares of common stock upon vesting.
Footnote F6
The reported amount consists of 50,666 restricted share units and 10,106 Common Shares of beneficial interest. The restricted share units are to be settled in an equal number of Common Shares of beneficial interest upon vesting.