James Follette

CIK 1912289 · View on SEC EDGAR ↗

Insider

First SEC filing: April 11, 2022 · Latest: April 11, 2022

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Insider at

Insider transactions

0 buys (P) 0 sells (S) Net: $0 + 48 non-open-market transactions below last 12 months, based on the transactions shown below

Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted

48 other filings hidden
Date Ticker Code Shares Price Value Owned after Δ own A/D vs now
March 6, 2025 PFSI S 992 $100.82 $100,013 7,338 Direct -11.91% Disposed -24.9% (price as of 2026-08-20)
March 4, 2025 PFSI S 10b5-1 755 $102.75 $77,576 8,330 Direct -8.31% Disposed -26.3% (price as of 2026-08-20)
Feb. 26, 2025 PFSI S 10b5-1 990 $102.70 $101,673 9,507 Direct -9.43% Disposed -26.2% (price as of 2026-08-20)
Feb. 25, 2025 PFSI S 10b5-1 1,983 $99.93 $198,161 10,497 Direct -15.89% Disposed -24.2% (price as of 2026-08-20)
March 4, 2024 PFSI S 5,061 $84.66 $428,464 10,789 Direct -31.93% Disposed -10.5% (price as of 2026-08-20)
Feb. 27, 2024 PFSI S 10b5-1 2,617 $86.24 $225,690 7,257 Direct -26.50% Disposed -12.1% (price as of 2026-08-20)
Dec. 11, 2023 PFSI S 499 $80.42 $40,130 11,976 Direct -4.00% Disposed -5.8% (price as of 2026-08-20)
Dec. 11, 2023 PFSI S 15,404 $80.42 $1,238,790 12,475 Direct -55.25% Disposed -5.8% (price as of 2026-08-20)
Dec. 11, 2023 PFSI S 5,839 $80.42 $469,572 27,879 Direct -17.32% Disposed -5.8% (price as of 2026-08-20)
March 1, 2023 PFSI S 10b5-1 200 $61.38 $12,276 12,475 Direct -1.58% Disposed 23.4% (price as of 2026-08-20)
March 1, 2023 PFSI S 10b5-1 11,471 $60.66 $695,831 12,675 Direct -47.51% Disposed 24.9% (price as of 2026-08-20)
Feb. 28, 2023 PFSI S 10b5-1 3,994 $59.04 $235,806 24,146 Direct -14.19% Disposed 28.3% (price as of 2026-08-20)
Oct. 31, 2022 PFSI S 30,000 $53.60 $1,608,000 14,095 Direct -68.03% Disposed 41.4% (price as of 2026-08-20)

P = Open-market purchase · S = Sale · A = Grant/award · M = Option exercise · G = Gift · F = Tax withholding

Insider transactions are not a recommendation; sales are often driven by liquidity or tax reasons.

Derivative holdings (Form 4 Table II)

Options, RSUs and convertible securities reported on Form 4 Table II.

Date Ticker Security Underlying Exercise price Expiration Shares A/D
Feb. 24, 2025 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (1,022) — — 1,022 Disposed
Feb. 24, 2025 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (1,022) — — 1,022 Acquired
Feb. 24, 2025 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (1,126) — — 1,126 Disposed
Feb. 24, 2025 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (1,126) — — 1,126 Acquired
Feb. 14, 2025 PFSI Nonstatutory Stock Option (Right to Buy) Common Stock (8,770) $101.76 Feb. 13, 2035 8,770 Acquired
March 12, 2024 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (2,110) — — 2,110 Disposed
March 12, 2024 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (2,110) — — 2,110 Acquired
Feb. 29, 2024 PFSI Performance-Based Restricted Stock Units Common Stock (8,494) — — 8,494 Disposed
Feb. 29, 2024 PFSI Performance-Based Restricted Stock Units Common Stock (8,494) — — 8,494 Acquired
Feb. 29, 2024 PFSI Nonstatutory Stock Option (Right to Buy) Common Stock (8,830) $84.93 Feb. 28, 2034 8,830 Acquired
Dec. 11, 2023 PFSI Nonstatutory Stock Option (Right to Buy) Common Stock $35.03 Feb. 25, 2030 15,404 Disposed
Dec. 11, 2023 PFSI Nonstatutory Stock Option (Right to Buy) Common Stock $22.92 March 14, 2029 5,839 Disposed
March 6, 2023 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (6,451) — March 6, 2023 6,451 Disposed
March 6, 2023 PMTV Performance-Based Restricted Share Units Common Shares of Beneficial Interest (6,451) — March 6, 2023 6,451 Acquired
Feb. 24, 2023 PFSI Performance-Based Restricted Stock Units Common Stock (20,166) — — 20,166 Disposed
Feb. 24, 2023 PFSI Performance-Based Restricted Stock Units Common Stock (20,166) — — 20,166 Acquired
Feb. 24, 2023 PFSI Nonstatutory Stock Option (Right to Buy) Common Stock $60.74 Feb. 23, 2033 11,575 Acquired

Exercise/conversion price is blank when not applicable (e.g. RSUs).

Initial ownership (Form 3) 7 holdings

Securities held when first becoming an insider, per SEC Form 3.

Date Ticker Security Shares Ownership
April 11, 2022 PMTV Common Shares of Beneficial Interest 2,681 Direct
April 11, 2022 PFSI Common Stock 44,095 Direct
April 11, 2022 PFSI Nonstatutory Stock Option (Right to Buy)→ Common Stock — Direct
April 11, 2022 PFSI Nonstatutory Stock Option (Right to Buy)→ Common Stock — Direct
April 11, 2022 PFSI Nonstatutory Stock Option (Right to Buy)→ Common Stock — Direct
April 11, 2022 PFSI Nonstatutory Stock Option (Right to Buy)→ Common Stock — Direct
April 11, 2022 PFSI Nonstatutory Stock Option (Right to Buy)→ Common Stock — Direct

Compensation (DEF 14A)

Matched by name from proxy statements (DEF 14A) — verify against the filing.

PMTV

Chief Digital Officer
Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2024 — — $99,989 — — — — $99,989

PFSI

Fiscal year Salary Bonus Stock awards Option awards Non-equity incentive Pension change Other Total
2023 $375,000 — — $296,050 $438,750 — $35,351 $1,988,829
2022 $355,208 — — $222,594 $975,000 — $34,397 $2,205,934

Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.