PFSI Insider Trading
PennyMac Financial Services, Inc. | Mortgage Bankers & Loan Correspondents
Comprehensive Trading Performance Summary
The investment history of corporate insiders at PennyMac Financial Services, Inc. provides a unique lens into the internal conviction of the company's leadership. By analyzing SEC Form 4 filings, investors can track how directors and officers are allocating their own capital. High-conviction buying often signals that management believes the current market price significantly undervalues future growth prospects, while strategic selling might occur for personal liquidity or portfolio diversification. Monitoring these shifts in ownership is essential for understanding the alignment between management and shareholders in the Mortgage Bankers & Loan Correspondents sector.
Transactions on Chart
Open Full Chart| Filing Date | Trade Date | Reporting Person | Relationship | Type | Price | Qty | Total, $ | Owned After | Change, % |
|---|---|---|---|---|---|---|---|---|---|
| 2024-09-19 00:24 | 2024-09-16 | Bailey Steven Richard | Officer - Chief Servicing Officer | OPT+S | $116.88 | 14,130 | $1,651,574 | 14,670 | 0.0% |
| 2024-08-30 01:47 | 2024-08-27 | Hunt James K | Director | SELL | $102.42 | 10,000 | $1,024,200 | 26,821 | -27.2% |
| 2024-08-29 02:18 | 2024-08-26 | MCCALLION ANNE | Director | OPT+S | $103.14 | 23,829 | $2,457,613 | 1,854 | 0.0% |
| 2024-08-24 00:16 | 2024-08-21 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $99.31 | 10,000 | $993,091 | 210,604 | -4.5% |
| 2024-08-16 00:22 | 2024-08-14 | MAZZELLA JOSEPH F | Director | SELL | $97.92 | 11,396 | $1,115,908 | 105,446 | -9.8% |
| 2024-07-12 01:41 | 2024-07-10 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $92.06 | 10,000 | $920,648 | 220,604 | -4.3% |
| 2024-06-06 01:21 | 2024-06-03 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $90.56 | 10,000 | $905,648 | 230,604 | -4.2% |
| 2024-05-25 01:57 | 2024-05-22 | Jones Doug | Director, Officer - Director, President & CMBO | SELL | $91.49 | 30,000 | $2,744,823 | 480,000 | -5.9% |
| 2024-05-17 00:12 | 2024-05-15 | Perotti Daniel Stanley | Officer - Chief Financial Officer | SELL | $92.00 | 11,400 | $1,048,800 | 246,497 | -4.4% |
| 2024-05-17 00:10 | 2024-05-15 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $93.16 | 10,000 | $931,581 | 240,604 | -4.0% |
| 2024-05-07 01:38 | 2024-05-03 | MAZZELLA JOSEPH F | Director | SELL | $90.73 | 16,465 | $1,493,927 | 116,546 | -12.4% |
| 2024-04-12 00:47 | 2024-04-09 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $90.72 | 10,000 | $907,209 | 250,604 | -3.8% |
| 2024-03-27 00:17 | 2024-03-25 | STARK DEREK | Officer - Chief Legal Officer | SELL | $89.44 | 5,255 | $470,007 | 27,084 | -16.2% |
| 2024-03-14 00:37 | 2024-03-11 | Jones Doug | Director, Officer - Director, President & CMBO | SELL | $86.10 | 17,079 | $1,470,475 | 23,892 | -41.7% |
| 2024-03-14 00:35 | 2024-03-11 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $86.02 | 39,777 | $3,421,725 | 644,612 | -5.8% |
| 2024-03-06 01:11 | 2024-03-04 | Follette James | Officer - Chief Digital Officer | SELL | $84.66 | 5,061 | $428,441 | 10,789 | -31.9% |
| 2024-02-29 05:10 | 2024-02-27 | Follette James | Officer - Chief Digital Officer | SELL | $86.24 | 2,617 | $225,690 | 7,257 | -26.5% |
| 2024-02-22 02:13 | 2024-02-20 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $87.18 | 15,000 | $1,307,759 | 270,604 | -5.3% |
| 2024-02-21 02:33 | 2024-02-15 | Perotti Daniel Stanley | Officer - Chief Financial Officer | SELL | $88.50 | 11,400 | $1,008,900 | 257,897 | -4.2% |
| 2024-01-18 02:20 | 2024-01-16 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $84.43 | 15,000 | $1,266,515 | 285,604 | -5.0% |
| 2023-12-19 02:11 | 2023-12-18 | MAZZELLA JOSEPH F | Director | SELL | $88.70 | 12,000 | $1,064,340 | 165,031 | -6.8% |
| 2023-12-16 04:47 | 2023-12-14 | Chang William Herbert | Officer - Chief Capital Markets Officer | SELL | $91.85 | 9,900 | $909,279 | 31,159 | -24.1% |
| 2023-12-16 04:43 | 2023-12-14 | STARK DEREK | Officer - Chief Legal Officer | OPT+S | $89.92 | 6,925 | $622,678 | 28,211 | 0.0% |
| 2023-12-16 04:41 | 2023-12-13 | Perotti Daniel Stanley | Officer - Chief Financial Officer | SELL | $85.50 | 3,800 | $324,900 | 269,297 | -1.4% |
| 2023-12-13 04:15 | 2023-12-11 | Perotti Daniel Stanley | Officer - Chief Financial Officer | OPT+S | $80.58 | 16,881 | $1,360,239 | 30,343 | 0.0% |
| 2023-12-13 04:14 | 2023-12-08 | Jones Doug | Director, Officer - Director, President & CMBO | OPT+S | $80.07 | 63,216 | $5,061,503 | 510,000 | 0.0% |
| 2023-12-13 04:11 | 2023-12-08 | Hendry Gregory L | Officer - MD, Chief Accounting Officer | OPT+S | $79.26 | 3,077 | $243,875 | 47,182 | 0.0% |
| 2023-12-13 04:08 | 2023-12-11 | Follette James | Officer - Chief Mort Fulfillment Off. | OPT+S | $80.42 | 21,742 | $1,748,435 | 11,976 | 0.0% |
| 2023-12-13 04:06 | 2023-12-08 | Bailey Steven Richard | Officer - Chief Servicing Officer | OPT+S | $80.15 | 23,914 | $1,916,796 | 8,900 | 0.0% |
| 2023-12-13 04:04 | 2023-12-08 | SPECTOR DAVID | Director, Officer - Chairman & CEO | OPT+S | $79.98 | 72,301 | $5,782,569 | 650,183 | 0.0% |
| 2023-12-13 04:02 | 2023-12-08 | Kinsella Patrick | Director | SELL | $79.61 | 10,000 | $796,053 | 26,596 | -27.3% |
| 2023-12-06 01:17 | 2023-12-01 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $78.30 | 15,000 | $1,174,535 | 300,604 | -4.8% |
| 2023-11-17 01:30 | 2023-11-15 | Perotti Daniel Stanley | Officer - Chief Financial Officer | SELL | $76.16 | 7,600 | $578,816 | 273,097 | -2.7% |
| 2023-11-10 01:15 | 2023-11-08 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $71.47 | 15,000 | $1,072,121 | 315,604 | -4.5% |
| 2023-10-05 00:50 | 2023-10-02 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $65.82 | 15,000 | $987,249 | 330,604 | -4.3% |
| 2023-09-22 02:31 | 2023-09-20 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $69.23 | 15,000 | $1,038,387 | 345,604 | -4.2% |
| 2023-08-18 00:22 | 2023-08-15 | Perotti Daniel Stanley | Officer - Chief Financial Officer | SELL | $72.37 | 7,600 | $550,012 | 280,697 | -2.6% |
| 2023-08-09 01:04 | 2023-08-07 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $76.28 | 15,000 | $1,144,125 | 360,604 | -4.0% |
| 2023-07-20 00:24 | 2023-07-18 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $77.32 | 15,000 | $1,159,800 | 375,604 | -3.8% |
| 2023-06-15 00:37 | 2023-06-13 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $68.10 | 15,000 | $1,021,497 | 390,604 | -3.7% |
| 2023-06-10 00:53 | 2023-06-07 | MCCALLION ANNE | Director | OPT+S | $64.95 | 28,216 | $1,832,677 | 4,926 | 0.0% |
| 2023-06-06 03:16 | 2023-06-01 | STARK DEREK | Officer - Chief Legal Officer | SELL | $61.52 | 6,500 | $399,895 | 29,211 | -18.2% |
| 2023-06-06 03:12 | 2023-06-01 | Jones Doug | Director, Officer - Director, President & CMBO | SELL | $61.58 | 20,000 | $1,231,528 | 485,000 | -4.0% |
| 2023-05-25 01:55 | 2023-05-22 | Jones Doug | Officer - President & Chief Mtg Bkg Ofcr | SELL | $62.39 | 19,820 | $1,236,546 | 24,984 | -44.2% |
| 2023-05-19 01:31 | 2023-05-17 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $61.96 | 15,000 | $929,453 | 405,604 | -3.6% |
| 2023-04-06 01:25 | 2023-04-04 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $59.71 | 15,000 | $895,713 | 420,604 | -3.4% |
| 2023-04-04 02:11 | 2023-03-30 | Hendry Gregory L | Officer - MD, Chief Accounting Officer | OPT+S | $57.92 | 2,018 | $116,883 | 47,182 | 0.0% |
| 2023-03-23 03:38 | 2023-03-20 | Perotti Daniel Stanley | Officer - Chief Financial Officer | OPT+S | $57.13 | 2,523 | $144,131 | 30,343 | 0.0% |
| 2023-03-10 03:08 | 2023-03-07 | SPECTOR DAVID | Director, Officer - Chairman & CEO | SELL | $61.69 | 15,000 | $925,359 | 435,604 | -3.3% |
| 2023-03-03 05:15 | 2023-03-02 | White Donald J. | Officer - Chief Risk Officer | OPT+S | $60.62 | 1,630 | $98,805 | 9,469 | 0.0% |
How to Interpret $PFSI Trades
Not every insider transaction in PennyMac Financial Services, Inc. is a signal for immediate action. Professional investors look for "cluster buying"—when multiple executives simultaneously purchase $PFSI shares on the open market. It is crucial to distinguish between scheduled sales (under Rule 10b5-1) and voluntary increases in ownership, which demonstrate management’s true conviction that the stock is undervalued.
Data Source & Accuracy for PFSI
Insider activity data for PennyMac Financial Services, Inc. is streamed in real-time directly from the SEC EDGAR system. We analyze raw Form 4 filings, filtering out technical adjustments and complex derivative transactions. This provides a transparent view of how ownership structure is evolving in $PFSI, allowing you to follow the capital of those with the most intimate knowledge of the company.
UNDERSTANDING THE DATA
FILING DATE: The date and time when the transaction was reported to the SEC. This is when the public first receives the information.
TRADE DATE: The actual day the insider executed the purchase or sale in the market.
INDUSTRY: The specific market sector the company operates in. Useful for identifying broader institutional capital flows across sectors.
OWNED AFTER: The total number of shares held by the insider following the transaction. This highlights the insider's remaining conviction in the company.
CHANGE %: The percentage increase or decrease of the insider's total position. Large percentage changes often carry more weight than the dollar amount alone.
TRADE TYPES DEFINITIONS
BUY: An open market purchase. Typically indicates an insider's belief that the stock is undervalued or poised for growth.
SELL: An open market sale. While often used for diversification or liquidity, large or unexpected sales can be a warning signal.
OPT+S (OPTION EXERCISE & SALE): This occurs when an insider exercises their stock options and sells them immediately. Often part of a structured compensation plan.