Holdings derived from the most recent reported transactions. Not adjusted for stock splits or share-class conversions.
| Issuer | Shares | Source | Last tx | Detail |
|---|---|---|---|---|
| Home Point Capital Inc. | 57,298 | reported | 10 Feb 2023 | tx 10+200,543−42,496 |
| PennyMac Mortgage Investment Trust | 28,648 | reported | 24 Feb 2026 | tx 6+24,688−5,607 |
| PennyMac Financial Services, Inc. | 5,333 | reported | 28 Feb 2026 | tx 6+4,836−733 |
| Date | Type | Issuer | Qty | Price | Signals |
|---|---|---|---|---|---|
| 28 Feb 2026 | TAX_WITHHOLDING | PennyMac Financial Services, Inc. | 71 | 91.93 USD | |
| 24 Feb 2026 | TAX_WITHHOLDING | PennyMac Mortgage Investment Trust | 1,314 | 12.15 USD | |
| 23 Feb 2026 | TAX_WITHHOLDING | PennyMac Mortgage Investment Trust | 1,208 | 12.29 USD | |
| 23 Feb 2026 | EXERCISE | PennyMac Mortgage Investment Trust | 3,085 | 0.00 USD | |
| 23 Feb 2026 | GRANT_AWARD | PennyMac Mortgage Investment Trust | 18,518 | 0.00 USD | |
| 23 Feb 2026 | GRANT_AWARD | PennyMac Mortgage Investment Trust | 3,085 | 0.00 USD | deriv |
| 23 Feb 2026 | EXERCISE | PennyMac Mortgage Investment Trust | 3,085 | 0.00 USD | deriv |
| 14 Feb 2026 | TAX_WITHHOLDING | PennyMac Financial Services, Inc. | 169 | 92.01 USD | |
| 12 Feb 2026 | GRANT_AWARD | PennyMac Financial Services, Inc. | 1,366 | 0.00 USD | |
| 12 Feb 2026 | GRANT_AWARD | PennyMac Financial Services, Inc. | 3,470 | 0.00 USD | deriv |
| 04 Apr 2025 | SALE | PennyMac Financial Services, Inc. | 410 | 102.88 USD | |
| 28 Feb 2025 | SALE | PennyMac Financial Services, Inc. | 83 | 102.09 USD | |
| 10 Feb 2023 | TAX_WITHHOLDING | Home Point Capital Inc. | 5,734 | 1.99 USD | |
| 10 Feb 2023 | EXERCISE | Home Point Capital Inc. | 10,994 | 0.00 USD | |
| 10 Feb 2023 | EXERCISE | Home Point Capital Inc. | 10,994 | 0.00 USD | deriv |
| 04 May 2022 | TAX_WITHHOLDING | Home Point Capital Inc. | 8,113 | 3.17 USD | |
| 04 May 2022 | EXERCISE | Home Point Capital Inc. | 17,655 | 0.00 USD | |
| 04 May 2022 | EXERCISE | Home Point Capital Inc. | 17,655 | 0.00 USD | deriv |
| 10 Feb 2022 | GRANT_AWARD | Home Point Capital Inc. | 32,981 | 0.00 USD | deriv |
| 10 Feb 2022 | GRANT_AWARD | Home Point Capital Inc. | 32,981 | 0.00 USD | deriv |
| 04 May 2021 | GRANT_AWARD | Home Point Capital Inc. | 52,966 | 0.00 USD | deriv |
| 04 May 2021 | GRANT_AWARD | Home Point Capital Inc. | 52,966 | 0.00 USD | deriv |