Form 4: PennyMac CFO Perotti Reports Tax-Related Stock Disposition

PennyMac Financial Services CFO Daniel Stanley Perotti reported a disposition of 616 common shares for tax withholding purposes at a price of $90.33 per share.

Summary

• Daniel Stanley Perotti, Chief Financial Officer of PennyMac Financial Services, Inc. (PFSI), reported a transaction involving the company's common stock.
• On February 24, 2026, Mr. Perotti disposed of 616 shares of Common Stock.
• The disposition was made at a price of $90.33 per share.
• This transaction represents shares withheld by the issuer for taxes upon the vesting of restricted stock units.
• Following this transaction, Mr. Perotti directly owns 16,550 shares, which include 12,077 restricted stock units and 4,473 shares of Common Stock.
• Additionally, Mr. Perotti indirectly owns 213,550 shares through The Perotti Family Trust.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event, representing a routine compliance filing for tax withholding related to equity compensation, with no material impact on company fundamentals or outlook.

Industry Context

StockSavvy.ai notes that routine insider transactions, such as tax-related dispositions upon RSU vesting, are common across all industries and typically do not reflect a change in management's outlook on the company's prospects. These are standard compliance filings.

Stakeholder Impact

• Minimal impact on shareholders as this is a routine tax-related disposition of a small number of shares by an executive.

Key Dates

Keywords

PennyMac Financial Services, PFSI, Daniel Stanley Perotti, CFO, Form 4, Insider Transaction, Stock Disposition, Tax Withholding, Restricted Stock Units, Common Stock