Public ownership evidence

PennyMac Mortgage Investment Trust (PMT) Ownership Disclosures

Read PMT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent Form 4 activity

PennyMac Mortgage Investment Trust: source evidence dated 2026-10-10T12:08:28.848Z.

Available
2026-10-02
Trade date
2026-10-01
Reporting owners
Hendry Gregory L
Code
S
Shares
2,444
Reported value
Not reported
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

SEC 0001464423-26-000085
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read PMT fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read PMT fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

See the complete recent form 4 activity
2026-10-022026-10-01Hendry Gregory LS2,444Not reported
2026-09-032026-09-01Hendry Gregory LS2,444Not reported
2026-08-052026-08-03Hendry Gregory LS2,444Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

Cornerstone Financial Management LLC2026-06-302026-08-2946$519None
Cornerstone Financial Management LLC2026-03-312026-08-2996$1,119None
Cornerstone Financial Management LLC2025-12-312026-08-29105$1,318None
OPTIMIZE FINANCIAL INC.2026-06-302026-08-2839,926$450,365None
Advisors Asset Management, Inc.2021-12-312026-08-28125,275$2,171,016None
Advisors Asset Management, Inc.2020-06-302026-08-283,046$53,396None
Advisors Asset Management, Inc.2022-06-302026-08-28124,400$1,720,000None
Advisors Asset Management, Inc.2021-09-302026-08-28129,013$2,540,000None
Corient Private Wealth LP2026-06-302026-08-28154,905$1,747,329None
Advisors Asset Management, Inc.2020-12-312026-08-272,100$37,000None
Advisors Asset Management, Inc.2022-03-312026-08-27125,417$2,118,293None
Advisors Asset Management, Inc.2021-03-312026-08-271,455$28,518None
Advisors Asset Management, Inc.2021-06-302026-08-27102,032$2,149,000None
Advisors Asset Management, Inc.2020-09-302026-08-272,980$47,889None
Advisors Asset Management, Inc.2019-12-312026-08-2611,960$266,588None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25100,196$1,130,211None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-251,130,211$100,196,000None
Advisors Asset Management, Inc.2020-03-312026-08-222,974$31,584None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21600$6,768None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2024,423$275,491None
Advisors Asset Management, Inc.2019-03-312026-08-1939,162$811,045None
Advisors Asset Management, Inc.2019-09-302026-08-1913,421$298,349None
Advisors Asset Management, Inc.2019-06-302026-08-1932,114$701,049None
Ensign Peak Advisors, Inc2026-03-312026-08-1916,002$186,583None
Ensign Peak Advisors, Inc2025-12-312026-08-198,552$107,328None
Ensign Peak Advisors, Inc2025-09-302026-08-1914,102$172,891None
Fulcrum Asset Management LLP2026-06-302026-08-195,322$58,329None
Corient Private Wealth LP2026-06-302026-08-18146,387$1,651,246None
Empowered Funds, LLC2026-06-302026-08-1815,549$175,393None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-183,399$38,341None
CAXTON ASSOCIATES LLP2026-06-302026-08-1584,064$948,242None
SEI INVESTMENTS CO2026-06-302026-08-159,824$110,815None
SEI INVESTMENTS CO2026-06-302026-08-15187$2,120None
JPL Wealth Management, LLC2026-06-302026-08-15459$5,178None
Basecamp Wealth Advisors LLC2026-06-302026-08-15430$4,850None
Quarry LP2026-06-302026-08-1537$417None
Ameritas Advisory Services, LLC2026-06-302026-08-15239$2,698None
T. Rowe Price Investment Management, Inc.2026-06-302026-08-156,349,860$71,627,000None
NFSG Corp2026-06-302026-08-153,000$33,840None
XTX Topco Ltd2026-06-302026-08-15103,589$1,168,484None
CHARLES SCHWAB INVESTMENT MANAGEMENT INC2026-06-302026-08-151,464,731$16,522,166None
Sixth Street Partners Management Company, L.P.2026-06-302026-08-151,464,731$16,522,166None
OSAIC HOLDINGS, INC.2026-06-302026-08-159,063$102,231None
OSAIC HOLDINGS, INC.2026-06-302026-08-156,005$67,733None
Squarepoint Ops LLC2026-06-302026-08-1538,267$431,652None
MetLife Investment Management, LLC2026-06-302026-08-1551,747$583,706None
JANE STREET GROUP, LLC2026-06-302026-08-1559,400$670,032Put
JANE STREET GROUP, LLC2026-06-302026-08-1576,000$857,280Call
State of Tennessee, Department of Treasury2026-06-302026-08-1534,445$388,540None
Legal & General Group Plc2026-06-302026-08-1565,706$741,162None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗OPTIMIZE FINANCIAL INC. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Advisors Asset Management, Inc. ↗Corient Private Wealth LP ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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