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sellWeak cluster of 410b5-1 plan

James Follette sold $226k of PFSI

Chief Digital Officer at PennyMac Financial Services, Inc.. 2,617 shares at an average of $86.24, traded Feb 27, 2024, filed Feb 28, 2024.

Warning score
33
Value
$226k
2,617 shares
Holdings after
7,257
-27% from before
From 52-week low
+55%
low $53.56, close $83.01
From 52-week high
-8%
high $90.27, as of Feb 27, 2024

Score components

  • Role
    Officer
    +15
  • Trade size
    $226k at market
    +13
  • Share of holdings sold
    Sold 27% of holdings
    +10
  • Cluster
    4 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 12, 2026 · close 58.84
Since filing Feb 28, 2024: -27.7%SPY +58.7% · excess -86.4%

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 0001127602-24-007507, as filed. Open on EDGAR

DateTransactionSharesPriceValueHoldings afterFiled
Feb 27, 2024FTax withholding
Common Stock10b5-1
-551$87.06$48k10,228Feb 28, 2024
Feb 27, 2024FTax withholding
Common Stock10b5-1
-354$87.06$31k9,874Feb 28, 2024
Feb 27, 2024SOpen-market sale
Common Stock10b5-1
-2,617$86.24$226k7,257Feb 28, 2024

Related signals

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

ScoreCompanyInsiderValueHoldingsFiled
0Weak
PFSIsell10b5-1
PennyMac Financial Services, Inc.
Gregory L Hendry
MD, Chief Accounting Officer
$189k
2,177 shares
-4%
0Weak
PFSIsell10b5-1
PennyMac Financial Services, Inc.
Gregory L Hendry
MD, Chief Accounting Officer
$240k
2,943 shares
-6%
23Weak
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
Daniel Stanley Perotti
Chief Financial Officer
$256k
2,925 shares
-1%
41Moderate
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$880k
10,000 shares
-14%
34Weak
PFSIsell10b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$928k
10,000 shares
-12%
43Moderate
PFSIsell 210b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$1.9M
22,436 shares
-25%
20Weak
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
Derek Stark
Chief Legal Officer
$93k
1,066 shares
-5%
21Weak
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
Derek Stark
Chief Legal Officer
$174k
1,903 shares
-8%
50Moderate
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
David Spector
Chairman & CEO
$1.2M
12,950 shares
-13%
40Moderate
PFSIsell 310b5-1
PennyMac Financial Services, Inc.
Daniel Stanley Perotti
Chief Financial Officer
$273k
2,925 shares
-1%

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 $226k of PFSI | InsiderTell