Skip to content
sellModerate cluster of 310b5-1 plan

Daniel Stanley Perotti sold $1.0M of PFSI

Chief Financial Officer at PennyMac Financial Services, Inc.. 10,500 shares at an average of $99.45, traded May 15, 2025, filed May 19, 2025.

Warning score
42
Value
$1.0M
10,500 shares
Holdings after
234,025
-4% from before
From 52-week low
+13%
low $87.60, close $99.17
From 52-week high
-13%
high $113.71, as of May 15, 2025

Score components

  • Role
    CFO
    +22
  • Trade size
    $1.0M at market
    +25
  • Share of holdings sold
    Sold 4.3% of holdings
    0
  • 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 May 19, 2025: -39.5%SPY +33.1% · excess -72.5%

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 0001127602-25-014949, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
May 15, 2025SOpen-market sale
Common Stockindirect: The Perotti Family Trust10b5-1
-9,534$99.40$948k234,991May 19, 2025
May 15, 2025SOpen-market sale
Common Stockindirect: The Perotti Family Trust10b5-1
-966$99.92$97k234,025May 19, 2025

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
25Weak
PFSIsell10b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$615k
5,000 shares
-4%
25Weak
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
Daniel Stanley Perotti
Chief Financial Officer
$341k
2,925 shares
-1%
30Weak
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
Daniel Stanley Perotti
Chief Financial Officer
$633k
5,850 shares
-2%
53Moderate
PFSIsell 4
PennyMac Financial Services, Inc.
Derek Stark
Chief Legal Officer
$520k
4,750 shares
-19%
38Weak
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$529k
5,000 shares
-4%
52Moderate
PFSIsell 3
PennyMac Financial Services, Inc.
Joseph F Mazzella
director
$769k
7,107 shares
-8%
23Weak
PFSIsell10b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$504k
5,000 shares
-4%
23Weak
PFSIsell10b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$491k
5,000 shares
-3%
38Weak
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$496k
5,000 shares
-3%
60Notable
PFSIsell 3
PennyMac Financial Services, Inc.
Joseph F Mazzella
director
$1.1M
11,000 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.

Daniel Stanley Perotti sold $1.0M of PFSI | InsiderTell