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Insider · CIK 0001912289

James Follette

officer

Files at PMT (PennyMac Mortgage Investment Trust), PFSI (PennyMac Financial Services, Inc.). First filing Dec 12, 2023, latest Mar 7, 2025.

In brief

James Follette files SEC Form 4 as officer at PFSI (PennyMac Financial Services, Inc.), and also at PMT (PennyMac Mortgage Investment Trust). Since Dec 12, 2023, James Follette has reported 0 open-market buys worth $0 and 6 open-market sells worth $2.9M, the latest filed on Mar 7, 2025.

A track record needs three past buys with six months of prices behind them; James Follette has 0, so none is measured yet.

The newest scored trade: sold $100k of PFSI on Mar 6, 2025, filed Mar 7, 2025, scored 45 (moderate).

Track record
Not enough history
Fewer than three past buys with six months of prices.
Median 6-month excess
-
after past buys, n = 0
Hit rate
-
past buys that beat the index over 6 months
Open-market trades
0 / 6
$0 bought, $2.9M sold

Where the trades landed

Last year at the company this insider has traded most, with each buy and sell on the bar it happened.

PFSI: PennyMac Financial Services, Inc.

PFSIOct 12, 2026 · close 58.84

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value. Click a marked bar to open the signal.Charts by TradingView Lightweight Charts™

Signals

This insider’s open-market buys and sells, scored.

ScoreCompanyValueHoldingsPrice contextFiled
45Moderate
PFSIsell 3
PennyMac Financial Services, Inc.
$100k
992 shares
-12%-
19Weak
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
$78k
755 shares
-8%-
29Weak
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
$300k
2,973 shares
-24%-
30Weak
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
$428k
5,061 shares
-32%+53% from low-9% from high
26Weak
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
$226k
2,617 shares
-27%+55% from low-8% from high
60Notable
PFSIsell 10
PennyMac Financial Services, Inc.
$1.7M
21,742 shares
-64%+49% from low-0% from high

Planned sales

Form 144 notices this insider filed before selling restricted or control stock, newest first.

FiledCompanySharesValueSale datePast 3 months
Mar 6, 2025 PFSI
PennyMac Financial Services, Inc.
992
0.00% of outstanding
$100kMar 6, 2025$377k
Mar 4, 2025 PFSI
PennyMac Financial Services, Inc.
755
0.00% of outstanding
$78kMar 4, 2025$299k
Feb 26, 2025 PFSI
PennyMac Financial Services, Inc.
990
0.00% of outstanding
$101kFeb 26, 2025$198k
Feb 25, 2025 PFSI
PennyMac Financial Services, Inc.
1,983
0.00% of outstanding
$198kFeb 25, 2025none
Mar 4, 2024 PFSI
PennyMac Financial Services, Inc.
5,061
0.01% of outstanding
$428kMar 4, 2024$2.0M
Feb 27, 2024 PFSI
PennyMac Financial Services, Inc.
2,617
0.01% of outstanding
$226kFeb 27, 2024$1.7M
Dec 11, 2023 PFSI
PennyMac Financial Services, Inc.
21,742
0.04% of outstanding
$1.7MDec 11, 2023none

Transactions

The newest 50 of 68 rows this insider has filed.

DateCompanyTransactionSharesPriceValueHoldings afterFiled
Feb 28, 2026PFSI
PennyMac Financial Services, Inc.
FTax withholding
Common Stock
-599$91.93$55k11,734Mar 3, 2026
Feb 28, 2026PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-586$12.26$7,18421,527Mar 3, 2026
Feb 24, 2026PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-382$12.15$4,64122,113Feb 26, 2026
Feb 24, 2026PFSI
PennyMac Financial Services, Inc.
FTax withholding
Common Stock
-554$90.33$50k12,333Feb 26, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
MOption exercise
Common Shares of Beneficial Interest
+1,113$0.00$017,886Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
MOption exercise
Common Shares of Beneficial Interest
+1,010$0.00$018,896Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
MOption exercise
Common Shares of Beneficial Interest
+1,028$0.00$019,924Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-400$12.29$4,91619,524Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-363$12.29$4,46119,161Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-369$12.29$4,53518,792Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
AGrant or award
Common Shares of Beneficial Interest
+3,703$0.00$022,495Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
AGrant or award
Performance-Based Restricted Share Unitsderivative
+1,113$0.00$01,113Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
MOption exercise
Performance-Based Restricted Share Unitsderivative
-1,113$0.00$00Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
AGrant or award
Performance-Based Restricted Share Unitsderivative
+1,010$0.00$01,010Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
MOption exercise
Performance-Based Restricted Share Unitsderivative
-1,010$0.00$00Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
AGrant or award
Performance-Based Restricted Share Unitsderivative
+1,028$0.00$01,028Feb 25, 2026
Feb 23, 2026PMT
PennyMac Mortgage Investment Trust
MOption exercise
Performance-Based Restricted Share Unitsderivative
-1,028$0.00$00Feb 25, 2026
Feb 20, 2026PFSI
PennyMac Financial Services, Inc.
MOption exercise
Common Stock
+3,424$0.00$014,115Feb 24, 2026
Feb 20, 2026PFSI
PennyMac Financial Services, Inc.
FTax withholding
Common Stock
-1,228$94.33$116k12,887Feb 24, 2026
Feb 20, 2026PFSI
PennyMac Financial Services, Inc.
AGrant or award
Performance-Based Restricted Stock Unitsderivative
+3,424$0.00$03,424Feb 24, 2026
Feb 20, 2026PFSI
PennyMac Financial Services, Inc.
MOption exercise
Performance-Based Restricted Stock Unitsderivative
-3,424$0.00$00Feb 24, 2026
Feb 14, 2026PFSI
PennyMac Financial Services, Inc.
FTax withholding
Common Stock
-472$92.01$43k10,691Feb 18, 2026
Feb 12, 2026PFSI
PennyMac Financial Services, Inc.
AGrant or award
Common Stock
+3,825$0.00$011,163Feb 17, 2026
Feb 12, 2026PFSI
PennyMac Financial Services, Inc.
AGrant or award
Nonstatutory Stock Option (Right to Buy)derivative
+9,716$0.00$09,716Feb 17, 2026
Mar 12, 2025PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-531$14.33$7,60916,773Mar 13, 2025
Mar 6, 2025PFSI
PennyMac Financial Services, Inc.
SOpen-market sale
Common Stock
-992$100.82$100k7,338Mar 7, 2025
Feb 28, 2025PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-412$14.39$5,92917,304Mar 4, 2025
Feb 28, 2025PFSI
PennyMac Financial Services, Inc.
FTax withholding
Common Stock10b5-1
-422$102.09$43k9,085Mar 4, 2025
Mar 4, 2025PFSI
PennyMac Financial Services, Inc.
SOpen-market sale
Common Stock10b5-1
-755$102.75$78k8,330Mar 4, 2025
Feb 25, 2025PFSI
PennyMac Financial Services, Inc.
SOpen-market sale
Common Stock10b5-1
-1,983$99.93$198k10,497Feb 27, 2025
Feb 26, 2025PFSI
PennyMac Financial Services, Inc.
SOpen-market sale
Common Stock10b5-1
-990$102.70$102k9,507Feb 27, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
AGrant or award
Common Shares of Beneficial Interest
+3,189$0.00$016,337Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
MOption exercise
Common Shares of Beneficial Interest
+1,126$0.00$017,463Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
MOption exercise
Common Shares of Beneficial Interest
+1,022$0.00$018,485Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-403$14.07$5,67018,082Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-366$14.07$5,15017,716Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
AGrant or award
Performance-Based Restricted Share Unitsderivative
+1,126$0.00$01,126Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
MOption exercise
Performance-Based Restricted Share Unitsderivative
-1,126$0.00$00Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
AGrant or award
Performance-Based Restricted Share Unitsderivative
+1,022$0.00$01,022Feb 26, 2025
Feb 24, 2025PMT
PennyMac Mortgage Investment Trust
MOption exercise
Performance-Based Restricted Share Unitsderivative
-1,022$0.00$00Feb 26, 2025
Feb 23, 2025PFSI
PennyMac Financial Services, Inc.
FTax withholding
Common Stock
-1,195$101.25$121k13,033Feb 25, 2025
Feb 24, 2025PFSI
PennyMac Financial Services, Inc.
FTax withholding
Common Stock
-553$101.25$56k12,480Feb 25, 2025
Feb 14, 2025PFSI
PennyMac Financial Services, Inc.
AGrant or award
Common Stock
+3,439$0.00$014,228Feb 19, 2025
Feb 14, 2025PFSI
PennyMac Financial Services, Inc.
AGrant or award
Nonstatutory Stock Option (Right to Buy)derivative
+8,770$0.00$08,770Feb 19, 2025
Mar 12, 2024PMT
PennyMac Mortgage Investment Trust
AGrant or award
Common Shares of Beneficial Interest
+3,133$0.00$014,218Mar 14, 2024
Mar 12, 2024PMT
PennyMac Mortgage Investment Trust
MOption exercise
Common Shares of Beneficial Interest
+2,110$0.00$011,085Mar 14, 2024
Mar 12, 2024PMT
PennyMac Mortgage Investment Trust
FTax withholding
Common Shares of Beneficial Interest
-1,070$14.28$15k13,148Mar 14, 2024
Mar 12, 2024PMT
PennyMac Mortgage Investment Trust
AGrant or award
Performance-Based Restricted Share Unitsderivative
+2,110$0.00$02,110Mar 14, 2024
Mar 12, 2024PMT
PennyMac Mortgage Investment Trust
MOption exercise
Performance-Based Restricted Share Unitsderivative
-2,110$0.00$00Mar 14, 2024
Mar 4, 2024PFSI
PennyMac Financial Services, Inc.
SOpen-market sale
Common Stock10b5-1
-5,061$84.66$428k10,789Mar 5, 2024
50 of 68 rows shown.

Questions about James Follette

Answered from the filings on this page, as of the latest one.

Is James Follette buying or selling?

Not in the last 12 months. James Follette's latest open-market trade on SEC Form 4 was sold $100k of PFSI on Mar 6, 2025.

How did James Follette's past buys perform?

Not measured yet. InsiderTell needs three past buys with six months of prices to publish a track record, and James Follette has 0.

Where does James Follette file Form 4?

James Follette has filed Form 4 at PFSI (PennyMac Financial Services, Inc.) as Chief Digital Officer; PMT (PennyMac Mortgage Investment Trust) as Chief Digital Officer. A Form 4 is required of officers, directors and holders of more than 10% of a share class within two business days of a trade.

Not investment advice. Scores and forward returns are decision support built from public SEC filings and past prices; they describe what happened after comparable filings, not what will happen after this one. Do your own research and size your risk.

James Follette: insider trades and track record | InsiderTell