PennyMac Mortgage Investment Trust Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

DB:8PM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
25 Oct 24	Buy€10,692	Catherine Lynch	Individual	837.91	€12.76
03 Sep 24	Sell€469,790	Douglas Jones	Individual	37,010	€12.69
08 Aug 24	Buy€11,576	Catherine Lynch	Individual	950	€12.19
29 Jul 24	Buy€24,401	Catherine Lynch	Individual	1,929.24	€12.73
26 Apr 24	Buy€9,496	Catherine Lynch	Individual	714.68	€13.34
11 Mar 24	Sell€102,469	Douglas Jones	Individual	7,810	€13.12
04 Mar 24	Sell€64,045	Preston DuFauchard	Individual	4,961	€12.91
01 Mar 24	Sell€105,696	Scott Carnahan	Individual	8,058	€13.12
21 Feb 24	Sell€22,711	Scott Carnahan	Individual	1,786	€12.72
21 Feb 24	Sell€10,669	Stacey Stewart	Individual	839	€12.72
26 Jan 24	Buy€6,242	Catherine Lynch	Individual	451.25	€13.83

Insider Trading Volume

Insider Buying: 8PM insiders have bought more shares than they have sold in the past 3 months.

Ownership Breakdown

What is the ownership structure of 8PM?
Owner Type	Number of Shares	Ownership Percentage
State or Government	40,770	0.0469%
Individual Insiders	858,846	0.989%
General Public	27,080,797	31.2%
Institutions	58,880,547	67.8%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 57.95% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
17.4%	BlackRock, Inc.	15,069,221	€185.0m	1.25%	no data
11.2%	The Vanguard Group, Inc.	9,713,270	€119.2m	0.61%	no data
6.9%	T. Rowe Price Group, Inc.	5,991,003	€73.5m	-2.4%	0.01%
3.9%	State Street Global Advisors, Inc.	3,383,900	€41.5m	-0.41%	no data
2.33%	Geode Capital Management, LLC	2,021,922	€24.8m	1.58%	no data
1.94%	Fuh Hwa Securities Investment Trust Co., Ltd.	1,684,471	€20.7m	0%	0.2%
1.68%	Charles Schwab Investment Management, Inc.	1,456,613	€17.9m	1.28%	no data
1.34%	Morgan Stanley, Investment Banking and Brokerage Investments	1,160,849	€14.2m	19.4%	no data
1.17%	JPMorgan Chase & Co, Brokerage and Securities Investments	1,014,171	€12.4m	-3.78%	0.01%
1.03%	Northern Trust Global Investments	890,755	€10.9m	1.67%	no data
0.86%	Invesco Capital Management LLC	751,041	€9.2m	0.24%	no data
0.84%	First Trust Advisors LP	731,943	€9.0m	38.1%	0.01%
0.82%	BNY Asset Management	713,837	€8.8m	-9.44%	no data
0.82%	Mirae Asset Global Investments Co., Ltd.	711,341	€8.7m	6.45%	0.01%
0.67%	Van Eck Associates Corporation	586,289	€7.2m	-5.76%	0.01%
0.67%	Norges Bank Investment Management	582,309	€7.1m	0%	no data
0.64%	Pacific Investment Management Company LLC	558,614	€6.9m	0.06%	0.03%
0.58%	Principal Global Investors, LLC	506,461	€6.2m	18.2%	no data
0.54%	Dana Investment Advisors Inc	472,622	€5.8m	10.4%	0.19%
0.53%	Wolverine Asset Management, LLC	461,323	€5.7m	106%	0.59%
0.47%	K2 & Associates Investment Management Inc.	409,610	€5.0m	0%	2.16%
0.47%	Citigroup Inc.,Banking and Securities Investments	407,660	€5.0m	43.3%	no data
0.45%	Goldman Sachs Asset Management, L.P.	388,956	€4.8m	-73.5%	no data
0.39%	Applied Finance Advisors, LLC	336,012	€4.1m	0%	0.31%
0.38%	Eaton Vance Management	327,669	€4.0m	-1.58%	no data

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 19:34
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

PennyMac Mortgage Investment Trust is covered by 22 analysts. 5 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Mark DeVries	Barclays
Mark DeVries	Barclays
Derek Hewett	BofA Global Research