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Jones Doug's Form 4/A amendment

Amended

PennyMac Financial Services, Inc. (PFSI) · filed Dec 16, 2022

Accession no.
0001127602-22-027714
Filed
Dec 16, 2022
Trade date
Aug 16-Dec 15, 2022
Filing delay
122 days
Rule 10b5-1 plan
Not on the form (before 2023)
Original filed
Dec 14, 2022

This filing lists 3 non-derivative transactions. Open-market sales total $2.00M. It was filed 122 days after the trade.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Jones DougCIK 0001544302Officer (President & Chief Mtg Bkg Ofcr)

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
Aug 16, 2022Common StockGGiftDisposed−1,715$0.00$017,477Indirect
Dec 14, 2022Common StockSSaleDisposed−17,500$58.69F1,F2,F3−$1,027,075522,500Indirect
Dec 15, 2022Common StockSSaleDisposed−17,500$55.87F4,F5,F6−$977,725505,000Indirect

Footnotes and remarks

Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.

F1

The price reported is the weighted average price of multiple transactions ranging from $57.85 to $57.99. 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 Stock and the prices at which the transactions were effected.

Referenced by the price of 1 transaction in Table I.

F2

The price reported is the weighted average price of multiple transactions ranging from $58.04 to $58.99. 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 Stock and the prices at which the transactions were effected.

Referenced by the price of 1 transaction in Table I.

F3

The price reported is the weighted average price of multiple transactions ranging from $59.02 to $59.41. The reporting person hereby undertakes to provide upon request to the SEC, the Issuer or security holder of the Issuer the number os shares of Common Stock and the prices at which the transactions were affected.

Referenced by the price of 1 transaction in Table I.

F4

The price reported is the weighted average price of multiple transactions ranging from $55.34 to $55.99. 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 Stock and the prices at which the transactions were effected.

Referenced by the price of 1 transaction in Table I.

F5

The price reported is the weighted average price of multiple transactions ranging from $56.00 to $56.88. 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 Stock and the prices at which the transactions were effected.

Referenced by the price of 1 transaction in Table I.

F6

The price reported is the weighted average price of multiple transactions ranging from $57.00 to $57.07. 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 Stock and the prices at which the transactions were effected.

Referenced by the price of 1 transaction in Table I.

F7

The reported amount consists of 25,909 restricted stock units and 21,440 shares of Common Stock. The restricted stock units are to be settled in an equal number of shares of Common Stock upon vesting.

Read the full filing on SEC EDGAR (opens in a new tab)