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sellWeak cluster of 310b5-1 plan

James Follette sold $300k of PFSI

Chief Digital Officer at PennyMac Financial Services, Inc.. 2,973 shares at an average of $100.85, traded Feb 25, 2025, filed Feb 27, 2025.

Warning score
29
Value
$300k
2,973 shares
Holdings after
9,507
-24% from before
From 52-week low
-
no price yet
From 52-week high
-
no price yet

Score components

  • Role
    Officer
    +15
  • Trade size
    $300k at market
    +14
  • Share of holdings sold
    Sold 24% of holdings
    +5
  • Cluster
    3 insiders selling within 14 days
    +15
  • 10b5-1 plan
    Pre-scheduled under a 10b5-1 plan
    -20

What happened after comparable sells

Same side and tier, against the S&P 500, at 1, 3 and 6 months. Shown to Pro users; the whole table is on the backtest page.

Price around the trade, and since

From a quarter before the trade to today. The arrow is the trade, the circle the day the filing reached EDGAR, which is the first day anyone outside could act; the dotted line is the S&P 500 rebased to that day's close.

PFSIOct 9, 2026 · close 59.90
Since filing Feb 27, 2025: -40.2%SPY +35.7% · excess -75.9%

Daily candles, adjusted for splits and dividends. Green arrows are insider buys, red are sells, sized by value; the dashed line is the close on the filing day, the dotted line SPY rebased to it.Charts by TradingView Lightweight Charts™

Rows in this filing

Every transaction in Form 4 0001127602-25-007132, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 25, 2025SOpen-market sale
Common Stock10b5-1
-1,983$99.93$198k10,497Feb 27, 2025
Feb 26, 2025SOpen-market sale
Common Stock10b5-1
-990$102.70$102k9,507Feb 27, 2025

Related signals

Other insiders at PennyMac Financial Services, Inc. and this insider’s other filings.

ScoreCompanyInsiderValueHoldingsFiled
25Weak
PFSIsell 2
PennyMac Financial Services, Inc.
Gregory L Hendry
MD, Chief Accounting Officer
$465k
3,530 shares
-7%
33Weak
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$649k
5,000 shares
-4%
60Notable
PFSIsell 3
PennyMac Financial Services, Inc.
Doug Jones
Director, President & CMBO
$2.7M
20,000 shares
-4%
42Moderate
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
Daniel Stanley Perotti
Chief Financial Officer
$1.1M
8,775 shares
-4%
40Moderate
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$646k
5,000 shares
-4%
65Notable
PFSIsell 3
PennyMac Financial Services, Inc.
Doug Jones
Director, President & CMBO
$3.0M
23,453 shares
-55%
44Moderate
PFSIsell 4
PennyMac Financial Services, Inc.
Doug Jones
Director, President & CMBO
$544k
4,318 shares
-18%
60Notable
PFSIsell 4
PennyMac Financial Services, Inc.
Anne McCallion
director
$3.7M
27,771 shares
-95%
47Moderate
PFSIsell 410b5-1
PennyMac Financial Services, Inc.
Daniel Stanley Perotti
Chief Financial Officer
$3.4M
26,011 shares
-119%
55Moderate
PFSIsell 4
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$9.1M
71,161 shares
-11%

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 sold $300k of PFSI | InsiderTell