Company · Ownership research

PennyMac Financial Services, Inc. PFSI

CIK 0001745916

Form 4 transactions dated Sep 1, 2023 to Sep 25, 2026, as reported to the SEC.

Insider trading Initial holdings Institutional holders

Insider filings on file run through 2026-08-04.

Insider purchases & sales

Purchased: $200.59K
Sold: $119.01M

Sep 1, 2023 – Aug 4, 2026
Available records · partial months are marked ·

2023, from Sep 1, 202310 of 19 preview events

Date	Insider	Activity	Trade value (USD)	% of prior holding
2023-12-18	MAZZELLA JOSEPH F Director	Sale	$1.06M 12,000 shares sold	6.78% sold Trust holding	▾
2023-12-14	Chang William Herbert Chief Capital Markets Officer	Sale	$909.28K 9,900 shares sold	24.11% sold Direct holding	▾
2023-12-14	STARK DEREK Chief Legal Officer	Sale	$622.68K 6,925 shares sold	19.71% sold Direct holding	▾
2023-12-13	Perotti Daniel Stanley Chief Financial Officer	Sale	$324.90K 3,800 shares sold	1.39% sold Trust holding	▾
2023-12-11	Perotti Daniel Stanley Chief Financial Officer	Sale	$1.36M 16,881 shares sold	35.75% sold Direct holding	▾
2023-12-11	Jones Doug Director, President & CMBO · Director	Sale	$576.34K 7,170 shares sold	1.39% sold LLC holding	▾
2023-12-11	Follette James Chief Mort Fulfillment Off.	Sale	$1.75M 21,742 shares sold	64.48% sold Direct holding	▾
2023-12-11	Bailey Steven Richard Chief Servicing Officer	Sale	$24.00K 300 shares sold	3.26% sold Direct holding	▾
2023-12-08	Jones Doug Director, President & CMBO · Director	Sale	$2.25M 28,216 shares sold	53.04% sold Direct holding	▾
2023-12-08	Jones Doug Director, President & CMBO · Director	Sale	$2.23M 27,830 shares sold	5.11% sold LLC holding	▾

Showing 19 / 19 record groups in 2023. The complete set is available through the API.

PennyMac Financial Services, Inc. · PFSI

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The initial HTML of this page carries its exact data as script#research-data (JSON): values, units, scope, preview limits and SEC sources. Read it directly, no script or API key needed; script#research-access says what needs an account. For the year shown, this page lists 19 of 19 purchase / sale groups and 24 of 24 other groups; the totals and the monthly series cover the whole window.

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{"ticker":"PFSI","transaction_code":["P","S"],"transaction_form_type":"4","page_size":20}

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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.

Non-cancelled, non-derivative purchase (P) and sale (S) rows dated inside the public window, as reported. Includes open-market and private transactions. Data after the latest filing is not asserted complete and is not zero-filled. A grouped event shares filing, transaction date, security, code, direction, ownership bucket and source. Derivative groups also match underlying security, exercise price, exercise/expiration dates and footnote references. Reported rows are retained; P/S price lots can be grouped. Post-transaction balances are never summed.