William Herbert Chang
CIK 1969856 · View on SEC EDGAR ↗
First SEC filing: March 22, 2023 · Latest: March 22, 2023
On this page
- Insider at Companies where this person is a reporting insider.
- Insider transactions Every share this person bought or sold, from Form 4 filings.
- Derivatives Options and other derivative holdings reported by this person.
- Initial holdings The stakes this person held when they first started reporting.
- Compensation Executive pay disclosed in company proxy statements.
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 |
|---|---|---|---|---|---|---|---|---|---|
| Dec. 14, 2023 | PFSI | S | 9,900 | $91.85 | $909,315 | 31,159 Direct | -24.11% | Disposed | -15.3% (price as of 2026-08-19) |
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) | — | — | 7,149 | Disposed |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest (7,149) | — | — | 7,149 | Acquired |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest (4,221) | — | — | 4,221 | Disposed |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest (4,221) | — | — | 4,221 | Acquired |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest (4,389) | — | — | 4,389 | Disposed |
| March 12, 2024 | PMTV | Performance-Based Restricted Share Units | Common Shares of Beneficial Interest (4,389) | — | — | 4,389 | Acquired |
| Feb. 29, 2024 | PFSI | Performance-Based Restricted Stock Units | Common Stock (6,795) | — | — | 6,795 | Disposed |
| Feb. 29, 2024 | PFSI | Performance-Based Restricted Stock Units | Common Stock (6,795) | — | — | 6,795 | Acquired |
| Feb. 29, 2024 | PFSI | Nonstatutory Stock Option (Right to Buy) | Common Stock (7,910) | $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)→ Common Stock | — | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy)→ Common Stock | — | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy)→ Common Stock | — | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy)→ Common Stock | — | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy)→ Common Stock | — | Direct |
| March 22, 2023 | PFSI | Nonstatutory Stock Option (Right to Buy)→ Common Stock | — | 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.
PMTV
Chief Investment Officer| 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.