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Perotti Daniel Stanley's Form 4 filing

PennyMac Financial Services, Inc. (PFSI) · filed Oct 24, 2025

Accession no.
0001745916-25-000010
Filed
Oct 24, 2025
Trade date
Oct 22, 2025
Filing delay
2 days
Rule 10b5-1 plan
Checked

This filing lists 10 non-derivative transactions and 2 derivative transactions. Open-market sales total $1.71M. It was filed 2 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
Perotti Daniel StanleyCIK 0001591994Officer (Chief Financial Officer)

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
Oct 22, 2025Common StockMOption exerciseAcquired+4,763$11.28+$53,726.6414,727Direct
Oct 22, 2025Common StockSSaleDisposed−3,784$130.30F2−$493,055.210,943Direct
Oct 22, 2025Common StockSSaleDisposed−797$131.96F3−$105,172.1210,146Direct
Oct 22, 2025Common StockSSaleDisposed−41$132.91F4−$5,449.3110,105Direct
Oct 22, 2025Common StockSSaleDisposed−141$133.99F5−$18,892.599,964Direct
Oct 22, 2025Common StockMOption exerciseAcquired+8,347$18.05+$150,663.3518,311Direct
Oct 22, 2025Common StockSSaleDisposed−6,469$130.19F7−$842,199.1111,842Direct
Oct 22, 2025Common StockSSaleDisposed−379$131.54F8−$49,853.6611,463Direct
Oct 22, 2025Common StockSSaleDisposed−1,195$132.38F9−$158,194.110,268Direct
Oct 22, 2025Common StockSSaleDisposed−304$133.99F10−$40,732.969,964Direct

Derivative securities (Table II)

Options, warrants, restricted stock units and similar. Shares are the underlying shares; price and value are for the derivative itself, and the holding after is in derivative units.

Derivative transactions
Trade dateSecurityTransactionUnderlying sharesUnit priceValueHeld afterOwnershipFlags
Oct 22, 2025Common StockMOption exerciseDisposed−4,763$0.00$011,852Direct
Oct 22, 2025Common StockMOption exerciseDisposed−8,347$0.00$014,159Direct

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.

F2

The price reported is the weighted average price of multiple transactions at prices ranging from $130.00 to $130.38. 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.

Referenced by the price of 1 transaction in Table I.

F3

The price reported is the weighted average price of multiple transactions at prices ranging from $131.417 to $132.393. 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.

Referenced by the price of 1 transaction in Table I.

F4

The price reported is the weighted average price of multiple transactions at prices ranging from $132.47 to $133.363. 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.

Referenced by the price of 1 transaction in Table I.

F5

The price reported is the weighted average price of multiple transactions at prices ranging from $133.996 to $134.00. 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.

Referenced by the price of 1 transaction in Table I.

F7

The price reported is the weighted average price of multiple transactions at prices ranging from $130.00 to $130.95. 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.

Referenced by the price of 1 transaction in Table I.

F8

The price reported is the weighted average price of multiple transactions at prices ranging from $131.04 to $131.882 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.

Referenced by the price of 1 transaction in Table I.

F9

The price reported is the weighted average price of multiple transactions at prices ranging from $132.13 to $132.652 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.

Referenced by the price of 1 transaction in Table I.

F10

The price reported is the weighted average price of multiple transactions at prices ranging from $133.992 to $134.00 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.

Referenced by the price of 1 transaction in Table I.

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