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Perotti Daniel Stanley's Form 4 filing

PennyMac Financial Services, Inc. (PFSI) · filed Oct 28, 2025

Accession no.
0001745916-25-000021
Filed
Oct 28, 2025
Trade date
Oct 24, 2025
Filing delay
4 days
Rule 10b5-1 plan
Checked

This filing lists 8 non-derivative transactions and 2 derivative transactions. Open-market sales total $3.42M. It was filed 4 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 24, 2025Common StockMOption exerciseAcquired+11,852$11.28+$133,690.5621,816Direct
Oct 24, 2025Common StockSSaleDisposed−5,821$130.76F2−$761,153.9615,995Direct
Oct 24, 2025Common StockSSaleDisposed−4,072$132.93F3−$541,290.9611,923Direct
Oct 24, 2025Common StockSSaleDisposed−1,959$133.46F4−$261,448.149,964Direct
Oct 24, 2025Common StockMOption exerciseAcquired+14,159$18.05+$255,569.9524,123Direct
Oct 24, 2025Common StockSSaleDisposed−10,980$130.60F6−$1,433,98813,143Direct
Oct 24, 2025Common StockSSaleDisposed−1,859$131.41F7−$244,291.1911,284Direct
Oct 24, 2025Common StockSSaleDisposed−1,320$132.21F8−$174,517.29,964Direct

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 24, 2025Common StockMOption exerciseDisposed−11,852$0.00$00Direct
Oct 24, 2025Common StockMOption exerciseDisposed−14,159$0.00$00Direct

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 $130.30 to $132.22. 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 $132.32 to $133.28. 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 $133.32 to $133.80. 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.

F6

The price reported is the weighted average price of multiple transactions at prices ranging from $130.05 to $131.02 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 $131.06 to $132.01 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 $132.09 to $132.62 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)