William Herbert Chang
First SEC filing: March 22, 2023 · Latest: March 22, 2023
Insider at
Insider transactions
Price change vs current quote, split-adjusted for corporate actions since the filing — not benchmarked, not annualized, not size-weighted
| Date | Ticker | Code | Shares | Price | Value | Owned after | Δ own | A/D | vs now |
|---|---|---|---|---|---|---|---|---|---|
| March 20, 2024 | PMTV | F | 1,977 | $14.20 | $28,073 | 50,490 Direct | -3.77% | Disposed | 77.3% (price as of 2026-10-02) |
| March 19, 2024 | PFSI | F | 260 | $85.06 | $22,116 | 36,937 Direct | -0.70% | Disposed | -27.1% (price as of 2026-10-02) |
| March 12, 2024 | PMTV | M | 7,149 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | A | 7,149 | · | · | 7,149 Direct | · | Acquired | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | M | 4,221 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | A | 4,221 | · | · | 4,221 Direct | · | Acquired | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | M | 4,389 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | A | 4,389 | · | · | 4,389 Direct | · | Acquired | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | F | 3,624 | $14.28 | $51,751 | 52,467 Direct | -6.46% | Disposed | 76.3% (price as of 2026-10-02) |
| March 12, 2024 | PMTV | F | 2,140 | $14.28 | $30,559 | 56,091 Direct | -3.68% | Disposed | 76.3% (price as of 2026-10-02) |
| March 12, 2024 | PMTV | F | 1,753 | $14.28 | $25,033 | 58,231 Direct | -2.92% | Disposed | 76.3% (price as of 2026-10-02) |
| March 12, 2024 | PMTV | M | 7,149 | · | · | 44,316 Direct | +19.23% | Acquired | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | M | 4,221 | · | · | 37,167 Direct | +12.81% | Acquired | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | M | 4,389 | · | · | 32,946 Direct | +15.37% | Acquired | (price as of 2026-10-02) |
| March 12, 2024 | PMTV | A | 15,668 | · | · | 59,984 Direct | +35.36% | Acquired | (price as of 2026-10-02) |
| Feb. 29, 2024 | PFSI | M | 6,795 | · | · | 0 Direct | -100.00% | Disposed | (price as of 2026-10-02) |
| Feb. 29, 2024 | PFSI | A | 6,795 | · | · | 6,795 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 29, 2024 | PFSI | A | 7,910 | · | · | 7,910 Direct | · | Acquired | (price as of 2026-10-02) |
| Feb. 29, 2024 | PFSI | F | 2,425 | $83.87 | $203,385 | 37,197 Direct | -6.12% | Disposed | -26.1% (price as of 2026-10-02) |
| Feb. 29, 2024 | PFSI | M | 6,795 | · | · | 36,458 Direct | +22.91% | Acquired | (price as of 2026-10-02) |
| Feb. 29, 2024 | PFSI | A | 3,164 | · | · | 39,622 Direct | +8.68% | Acquired | (price as of 2026-10-02) |
| Feb. 28, 2024 | PMTV | F | 822 | $13.81 | $11,352 | 28,557 Direct | -2.80% | Disposed | 82.3% (price as of 2026-10-02) |
| Feb. 27, 2024 | PFSI | F | 283 | $87.06 | $24,638 | 29,663 Direct | -0.95% | Disposed | -28.8% (price as of 2026-10-02) |
| Feb. 27, 2024 | PFSI | F | 318 | $87.06 | $27,685 | 29,946 Direct | -1.05% | Disposed | -28.8% (price as of 2026-10-02) |
| Feb. 25, 2024 | PMTV | F | 684 | $13.95 | $9,542 | 29,379 Direct | -2.28% | Disposed | 80.5% (price as of 2026-10-02) |
| Feb. 23, 2024 | PFSI | F | 795 | $86.77 | $68,982 | 30,264 Direct | -2.56% | Disposed | -28.5% (price as of 2026-10-02) |
| Dec. 15, 2023 | PFSI | G | 100 | · | · | 31,059 Direct | -0.32% | Disposed | (price as of 2026-10-02) |
| Dec. 14, 2023 | PFSI | S | 9,900 | $91.85 | $909,315 | 31,159 Direct | -24.11% | Disposed | -32.5% (price as of 2026-10-02) |
| March 20, 2023 | PMTV | A | 11,698 | · | · | 30,063 Direct | +63.70% | Acquired | (price as of 2026-10-02) |
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 |
|---|---|---|---|---|---|---|---|
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest | · | · | 7,149 | Disposed |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest | · | · | 7,149 | Acquired |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest | · | · | 4,221 | Disposed |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest | · | · | 4,221 | Acquired |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest | · | · | 4,389 | Disposed |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest | · | · | 4,389 | Acquired |
| Feb. 29, 2024 | PFSI | Performance-Based Restricted Stock Units | Common Stock | · | · | 6,795 | Disposed |
| Feb. 29, 2024 | PFSI | Performance-Based Restricted Stock Units | Common Stock | · | · | 6,795 | Acquired |
| Feb. 29, 2024 | PFSI | Nonstatutory Stock Option (Right to Buy) | Common Stock | $84.93 | Feb. 28, 2034 | 7,910 | Acquired |
Exercise/conversion price is blank when not applicable (e.g. RSUs).
Initial ownership (Form 3) 8 holdings
Securities held when first becoming an insider, per SEC Form 3.
| Date | Ticker | Security | Shares | Ownership |
|---|---|---|---|---|
| March 22, 2023 | PFSI | Common Stock | 41,059 | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy) | · | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy) | · | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy) | · | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy) | · | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy) | · | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy) | · | Direct |
| March 20, 2023 | PMTV | Common Shares of Beneficial Interest | 18,365 | Direct |
Compensation (DEF 14A)
Matched by name from proxy statements (DEF 14A) — verify against the filing.
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2024 | · | · | $499,986 | · | · | · | · | $499,986 |
| 2023 | · | · | $499,991 | · | · | · | · | $499,991 |
| Fiscal year | Salary | Bonus | Stock awards | Option awards | Non-equity incentive | Pension change | Other | Total |
|---|---|---|---|---|---|---|---|---|
| 2023 | $387,500 | · | · | $259,660 | $450,000 | · | $19,895 | $1,866,906 |
Figures from the Summary Compensation Table of the company's proxy statement (DEF 14A). Compensation is not a recommendation.