PennyMac Mortgage Investment Trust
PMTFigures shown here come from public SEC filings. Dates beside each section show the available history.
How PennyMac Mortgage Investment Trust Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 15 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Mar 16, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 2026-03-31 | 1,658,125 | $19.3M | SEC filing |
| Ensign Peak Advisors, Inc | 2026-03-31 | 16,002 | $187K | SEC filing |
| Quantinno Capital Management LP | 2026-03-31 | 17,325 | $202K | SEC filing |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 2026-03-31 | 16,683 | $195K | SEC filing |
| Cornerstone Financial Management LLC | 2026-03-31 | 96 | $1.12K | SEC filing |
| Elequin Capital, LP | 2026-03-31 | 73 | $851 | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 25,236 | $294K | SEC filing |
| BNP PARIBAS FINANCIAL MARKETS | 2026-03-31 | 244,258 | $2.85M | SEC filing |
| HARBOUR INVESTMENTS, INC. | 2026-03-31 | 1,645 | $19.2K | SEC filing |
| GAMMA Investing LLC | 2026-03-31 | 4,147 | $48.4K | SEC filing |
| Ameritas Investment Partners, Inc. | 2026-03-31 | 7,293 | $85K | SEC filing |
| MassMutual Private Wealth & Trust, FSB | 2026-03-31 | 272 | $3.17K | SEC filing |
| SIGNATUREFD, LLC | 2026-03-31 | 1,556 | $18.1K | SEC filing |
| Maryland State Retirement & Pension System | 2026-03-31 | 12,678 | $148K | SEC filing |
| UBS Group AG | 2026-03-31 | 230,816 | $2.69M | SEC filing |
| Orographic Financial Advisors, LLC | 2026-03-31 | 10,203 | Not shown | SEC filing |
| one8zero8, LLC | 2026-03-31 | 11,050 | $129K | SEC filing |
| Retirement Wealth Solutions LLC | 2026-03-31 | 30 | $350 | SEC filing |
| AMALGAMATED BANK | 2026-03-31 | 25,061 | Not shown | SEC filing |
| AlphaCore Capital LLC | 2026-03-31 | 21,244 | $248K | SEC filing |
- Each value is checked against PennyMac Mortgage Investment Trust's share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at PennyMac Mortgage Investment Trust's share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among PennyMac Mortgage Investment Trust's recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2025-11-17 · SPECTOR DAVID: Larger than all 21 other insider purchases of Common Shares of Beneficial Interest on file. SEC filing
- 2025-09-22 · Lynch Catherine A.: Larger than 19 of the 21 other insider purchases of Common Shares of Beneficial Interest on file. SEC filing
- 2025-04-24 · Lynch Catherine A.: Larger than 20 of the 21 other insider purchases of Common Shares of Beneficial Interest on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-01-23 | Lynch Catherine A. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +766 | 13.20 | SEC filing |
| 2026-01-23 | Lynch Catherine A. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +685 | 13.28 | SEC filing |
| 2025-11-17 | SPECTOR DAVID · Chairman and CEO | Common Shares of Beneficial Interest | P — Open market or private purchase | +10,000 | 12.40 | SEC filing |
| 2025-10-24 | Lynch Catherine A. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +774 | 12.67 | SEC filing |
| 2025-10-24 | Lynch Catherine A. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +696 | 12.67 | SEC filing |
| 2025-09-22 | Lynch Catherine A. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +2,823 | 12.02 | SEC filing |
| 2025-07-25 | Lynch Catherine A. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +593 | 12.56 | SEC filing |
| 2025-07-25 | Lynch Catherine A. · Director | Common Shares of Beneficial Interest | P — Open market or private purchase | +773 | 12.30 | SEC filing |
Showing 8 of 12 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-03-12 | Jones Doug · Director, President & CMBO | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −2,960 | SEC filing |
| 2026-03-12 | STARK DEREK · Chief Legal Officer | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −931 | SEC filing |
| 2026-03-12 | Tidmore Abbie · Chief Revenue Officer | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −484 | SEC filing |
| 2026-03-12 | SPECTOR DAVID · Chairman and CEO | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −5,255 | SEC filing |
| 2026-03-12 | Perotti Daniel Stanley · Chief Financial Officer | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −2,658 | SEC filing |
| 2026-02-28 | SPECTOR DAVID · Chairman and CEO | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −5,791 | SEC filing |
| 2026-02-28 | Perotti Daniel Stanley · Chief Financial Officer | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −2,929 | SEC filing |
| 2026-02-28 | Follette James · Chief Digital Officer | Common Shares of Beneficial Interest | F — Payment of exercise price or tax by delivering securities | −586 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.