{"filings":[{"id":1942077,"accession_number":"0001193125-26-324102","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2026-07-29T20:43:48+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q2 net income $20M ($0.23/diluted); shifts from MSRs to credit investments","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders of $20M, or $0.23 per diluted share; net investment income $73M.","Book value per share $14.83, down 1% Q/Q; dividend maintained at $0.40 per common share.","Agreed to sell $13B UPB of low-coupon Agency MSRs; stopped acquiring Agency-eligible conventional loans in June.","Closed six securitizations totaling $2.2B UPB, generating $120M net new non-Agency subordinate bond investments.","Credit Sensitive Strategies segment ROE 11%; Interest Rate Sensitive ROE 3%; Aggregation & Securitization ROE 21%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1086116,"accession_number":"0001193125-26-272861","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2026-06-16T21:11:28+00:00","items":["5.02","5.07","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust elects Scott Sauer as Class III trustee","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Sauer was elected to Board on June 15, 2026, will serve until 2027 annual meeting.","He will receive $105,000 annual retainer, $7,750 Risk Committee retainer, and $130K one-time RSU grant.","At annual meeting on June 16, 2026, all three Class II trustees re-elected, Deloitte ratified, say-on-pay approved.","Sauer spent nearly 20 years as Deloitte audit partner and holds CPA and NACD directorship certification.","No related-party transactions and no other arrangements in connection with Sauer's election."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":92975,"accession_number":"0001193125-26-206554","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2026-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q1 net income $14.2M ($0.16/shr); dividend $0.40; book value drops to $14.98","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders $14.2M, diluted EPS $0.16, on net investment income $82.1M.","Book value per common share $14.98 at Mar 31, down from $15.25 at Dec 31, 2025.","Q1 dividend $0.40/share declared Mar 11, paid Apr 24; EPS of $0.16 implies payout exceeds earnings.","Segment pretax: Credit Sensitive $16.5M, Interest Rate Sensitive $8.0M, Aggregation & Securitization $16.4M.","Acquired $4.3B UPB loans; closed 8 securitizations totaling $2.8B UPB in Q1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.16,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":104238,"accession_number":"0001193125-26-029474","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust Reports Q4 2025 Net Income of $41.9 Million, EPS $0.48","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders of $41.9 million, or $0.48 per share.","Book value per common share increased to $15.25 at Dec 31, 2025 from $15.16 at Sep 30, 2025.","Acquired $5.5 billion in UPB of loans, up 18% from the prior quarter.","Raised $150 million through opportunistic reopening of exchangeable senior notes due 2029.","Closed eight private label securitizations with combined UPB of $2.8 billion in Q4 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.99,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120533,"accession_number":"0001193125-25-328875","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-12-22T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust issues additional $75M of 8.5% Exchangeable Notes due 2029, total $366.5M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $75M aggregate principal amount of 8.500% Exchangeable Senior Notes due 2029 as a further reopening of existing series.","Total outstanding Notes now $366.5M; net proceeds of approximately $75.6M after estimated offering expenses.","Proceeds to be used for repayment of MSR and servicing advance facilities, repurchase of 5.50% Notes due 2026, and general purposes.","Notes mature June 1, 2029, bear 8.5% interest, and are exchangeable into cash and/or common shares at initial rate of 63.3332 shares per $1,000."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120532,"accession_number":"0001193125-25-319522","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-12-16T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"PennyMac subsidiary issues $75M of 8.500% Exchangeable Notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $75M aggregate principal of 8.500% Exchangeable Senior Notes due 2029 as a reopening; total outstanding now $291.5M.","Net proceeds of ~$75.5M to repay secured MSR facility borrowings and repurchase/repay 5.50% Exchangeable Notes due 2026.","Notes mature June 1, 2029; interest 8.5% payable semiannually; exchangeable into PMT common shares at $15.79 per share.","Notes are senior unsecured obligations of subsidiary, fully and unconditionally guaranteed by PMT; no redemption prior to maturity."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":120531,"accession_number":"0001193125-25-245225","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-10-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust Q3 net income $47.8M, book value up to $15.16","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders of $47.8M ($0.55 EPS); annualized ROE of 14%.","Book value per common share increased to $15.16 from $15.00 at prior quarter.","Loans acquired totaled $4.6B UPB, up 13% from prior quarter; acquired $3.3B from PFSI fulfillment.","Sold $195M GSE-issued CRT investments, realizing gains; freed capital for private label securitizations.","Management expects EPS over next year to average above current dividend of $0.40/share."],"consensus_eps_estimate":null,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":137121,"accession_number":"0001193125-25-162602","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-07-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q2 net loss $2.9M ($0.04/share) impacted by non-recurring $14M tax charge","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common shareholders $2.9M ($0.04 diluted EPS); net investment income $70.2M.","Book value per common share fell to $15.00 from $15.43 at March 31, 2025.","Recorded non-recurring tax expense of $14.0M from repricing deferred tax balances due to state apportionment changes.","Q2 dividend $0.40/share payable July 25, 2025 to holders of record July 11, 2025.","Issued $105M senior unsecured notes due 2030; correspondent production volume $29.8B UPB, up 30% QoQ."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154402,"accession_number":"0001193125-25-146958","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-06-25T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PennyMac Mortgage Investment Trust reports annual meeting vote results; all proposals passed","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Three Class I trustees elected: Scott W. Carnahan (38.0M for), Donna M. Corley (41.8M for), Renee R. Schultz (41.6M for).","Ratification of Deloitte & Touche LLP as auditor approved with 70.2M votes for, 0.9M against.","Advisory vote on executive compensation passed with 50.1M for, 3.8M against; broker non-votes 17.0M.","Turnout 81.9% (71.3M of 87.0M common shares entitled to vote)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154401,"accession_number":"0001193125-25-138475","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-06-10T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust closes $105M 9.00% Senior Notes due 2030; net proceeds ~$101M","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $105M aggregate principal of 9.00% Senior Notes due 2030, including $5M from partial exercise of over-allotment.","Net proceeds ~$101M (up to ~$110.6M if remaining over-allotment exercised).","Notes mature June 15, 2030; interest payable quarterly; callable at par on/after June 15, 2027.","Notes are fully guaranteed by PennyMac Corp. and listed on NYSE under symbol PMTW.","Underwriters include Morgan Stanley, Goldman Sachs, RBC Capital Markets, UBS, Wells Fargo, KBW, Piper Sandler."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":154400,"accession_number":"0001193125-25-089233","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust Q1 2025 net loss $0.8M, dividend $0.40/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $0.8M ($0.01 diluted EPS); net investment income $44.5M; book value per share fell to $15.43 from $15.87.","Issued $173M senior unsecured notes due 2030; retired $45M CRT term notes.","Correspondent loan production $2.8B UPB, down 20% QoQ; created $47M new MSRs.","Closed three Agency-eligible investor loan securitizations totaling $1.0B UPB.","Quarterly cash dividend of $0.40/share payable April 25, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.01,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172977,"accession_number":"0001193125-25-024373","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-02-11T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"PMT closes $172.5M offering of 9.00% Senior Notes due 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$172.5M aggregate principal of 9.00% Senior Notes due 2030 issued; includes full exercise of $22.5M over-allotment.","Notes pay interest quarterly starting May 15, 2025; mature Feb 15, 2030; redeemable at par on or after Feb 15, 2027.","Notes are unsecured, rank equally with existing unsecured debt; guaranteed by PennyMac Corp.","Notes approved for listing on NYSE under symbol PMTV; trading expected within 30 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":172976,"accession_number":"0001193125-25-017324","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2025-01-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q4 net income $36.1M ($0.41/share); book value $15.87; full-year net income down 19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net income attributable to common shareholders $36.1M vs $199.7M in 2023; diluted EPS $0.41.","Book value per common share $15.87, up from $15.85 at Sept 30; full-year dividends $1.60/common share.","Full-year net income $161.0M vs $199.7M in 2023; net investment income $334.2M vs $429.0M.","Correspondent production segment pretax income $22.5M; acquired $28.1B UPB loans in Q4, up 9% QoQ.","Renewed management and services agreement with PFSI for five years; closed two securitizations totaling $822M UPB."],"consensus_eps_estimate":null,"consensus_eps_actual":1.37,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189993,"accession_number":"0001193125-24-284302","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-12-23T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PMT enters $500M committed MSR financing facility with Citibank, max $1B","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Initial term expires June 26, 2026; maximum principal balance $1B, committed amount $500M.","Facility secured by Fannie Mae mortgage servicing rights and related excess servicing spread and advance receivables.","Issued through wholly owned subsidiaries: PMT Issuer Trust, Co-Issuer Trust, PennyMac Corp., and PennyMac Holdings.","PMT, PMC, and PMH guarantee the performance of the borrowing entities under the repurchase agreement.","Series 2024-VF2 Note ranks pari passu with other existing variable funding notes and term notes in the structured transaction."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189992,"accession_number":"0001193125-24-282092","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-12-19T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PMT extends key related-party agreements to Dec 2029; modifies management fees and servicing rates","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Management Agreement extended to Dec 31, 2029; base fee tiers: 1.5% on equity up to $2B, 1.375% on $2-5B, 1.25% above $5B.","Performance incentive fee now payable annually; tiers: 10% on 8-12% ROE, 15% on 12-16%, 20% above 16% ROE adjusted for high watermark.","Flow Servicing Agreement extended; base servicing fee: $7.50/month fixed-rate, $8.50/month adjustable-rate loans.","MSR Recapture Agreement extended; recapture fee: 70% of fair market value for first 30% recapture rate, 40% for excess up to 50%.","MBS Agreement extended; fulfillment fees capped at $585/commitment up to 16,500/quarter, then $355; plus $315/purchased loan up to 16,500, then $195."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189991,"accession_number":"0001193125-24-241089","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PennyMac Q3 net income $31.0M ($0.36 EPS); BVPS $15.85, dividend $0.40/share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders $31.0M; diluted EPS $0.36; net investment income $80.9M.","Book value per common share $15.85, down $0.04 from June 30, 2024.","Conventional correspondent loan production for PMT's account $5.9B UPB (+167% QoQ); total acquisitions $25.8B UPB.","Created $88M in new MSRs (up from $41M); redeemed $305M MSR term notes; issued $159M CRT term notes.","Credit Sensitive Strategies pretax $26.4M; Correspondent Production pretax $13.2M; tax benefit $14.9M."],"consensus_eps_estimate":null,"consensus_eps_actual":0.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":189990,"accession_number":"0001193125-24-232282","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-10-03T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PMT CIO William Chang steps down; Mark Elbaum named interim CIO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["William Chang stepping down as PMT Senior Managing Director and CIO, effective Oct 11, 2024, to pursue other interests.","Mark Elbaum appointed interim CIO of PMT and interim Chief Capital Markets Officer of PFSI.","Elbaum previously held capital markets leadership roles at Homepoint, Bank of America, and Countrywide.","Chairman and CEO David Spector expressed full confidence in Elbaum to lead capital markets during transition."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206499,"accession_number":"0001193125-24-182969","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q2 net income $15.0M ($0.17/sh); book value $15.89; dividend $0.40","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $15.0M ($0.17 diluted EPS) on net investment income $71.2M; annualized ROE 4%.","Book value per share $15.89, down from $16.11 at Q1 2024.","Interest rate sensitive segment pretax income $16.9M vs loss $27.2M prior quarter; net loan servicing fees $96.5M.","Issued $217M exchangeable notes and $355M MSR term notes; redeemed $305M MSR notes after quarter end.","Conventional correspondent production for PMT account $2.2B UPB, up 26% QoQ."],"consensus_eps_estimate":null,"consensus_eps_actual":0.6,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":206498,"accession_number":"0001193125-24-174670","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-07-03T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust issues $355M secured term notes for Fannie Mae MSR financing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $355M Series 2024-FT1 Term Notes through subsidiaries, secured by Fannie Mae mortgage servicing rights.","Notes mature December 27, 2027; optional six-month extension available; floating rate based on SOFR plus spread.","Notes rank pari passu with existing term notes and variable funding notes in the structured finance transaction.","Contains customary advance rate reduction events, early amortization events, and margin call provisions.","Proceeds provide additional financing for mortgage servicing rights and related excess servicing spread receivables."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223663,"accession_number":"0001193125-24-165750","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-06-21T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PennyMac amends exchangeable notes to eliminate physical settlement option","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Fifth Supplemental Indenture eliminates PennyMac Corp.'s option to elect physical settlement on its 2024 and 2026 exchangeable notes.","Minimum cash settlement amount set at $1,000 per $1,000 principal for any combination settlement, effective June 21, 2024.","Amendment executed by PennyMac Corp., PennyMac Mortgage Investment Trust, and Bank of New York Mellon as trustee."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223662,"accession_number":"0001193125-24-161696","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-06-14T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust establishes $200M ATM equity offering program","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Enters Equity Distribution Agreements with 8 agents including Barclays, Goldman Sachs, UBS for at-the-market sales.","Common shares may be sold up to $200M aggregate offering price; compensation to agents capped at 2.0% of gross proceeds.","Company may sell shares to agents as principal; no obligation to sell any shares under the agreements.","Proceeds may be used to reduce indebtedness; affiliates of agents are lenders under certain credit facilities.","Prospectus supplement filed June 14, 2024; suspension of sales allowed at any time."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223661,"accession_number":"0001193125-24-160261","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-06-13T23:59:59+00:00","items":["5.02","5.07","8.01","9.01"],"status":"ready","headline":"PennyMac elects SiSi Pouraghabagher as new independent trustee, reelects Class III trustees at annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["SiSi Pouraghabagher elected as independent Class III trustee; term until 2027 annual meeting.","She receives $95K annual retainer, $7.75K committee retainers, and $110K one-time RSU grant vested annually.","Annual meeting reelected trustees: Spector (53.6M for), Jones (51.3M), Lynch (39.0M); broker non-votes 15.95M.","Deloitte & Touche ratified as independent auditor for 2024; executive compensation approved in non-binding vote.","No related party transactions or arrangements other than standard compensation and indemnification agreement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223660,"accession_number":"0001193125-24-147084","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-05-24T23:59:59+00:00","items":["1.01","2.03","3.02","8.01","9.01"],"status":"ready","headline":"PMT subsidiary prices $200M 8.5% exchangeable senior notes due 2029","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["PennyMac Corp., a wholly-owned subsidiary, issued $200M of 8.500% Exchangeable Senior Notes due 2029.","Initial exchange price of $15.79 per common share, a 15% premium over the $13.73 closing price on May 21, 2024.","Net proceeds of approximately $195.3M; initial purchasers have a 13-day option for an additional $30M.","Proceeds to fund MSR/CRT acquisitions, correspondent lending, debt repayment, and general business purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223659,"accession_number":"0001193125-24-143331","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-05-21T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"PennyMac Mortgage to offer $200M exchangeable senior notes due 2029 via PMC","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["PMC plans $200M private offering of exchangeable senior notes due 2029; purchasers have 13-day option for additional $30M.","Notes are senior unsecured obligations of PMC, fully and unconditionally guaranteed by PMT; exchangeable for cash and/or PMT common shares.","Proceeds to fund business activities: acquisition of MSRs, CRT securities, mortgage loans, and possible repayment of existing 5.50% notes due 2024/2026.","Interest rate, exchange rate, and other terms to be determined at pricing; offering limited to QIBs under Rule 144A.","Notes and underlying common shares are not registered under the Securities Act; no public sale."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":223658,"accession_number":"0001193125-24-110251","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q1 2024 net income $37.2M ($0.39/diluted); dividend $0.40/sh; book value $16.11","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net investment income $74.2M; pretax income $32.4M vs. $32.6M in Q4 2023.","Credit Sensitive Strategies pretax income $60.8M; Interest Rate Sensitive pretax loss $27.2M; Correspondent Production pretax income $11.7M.","Book value per share $16.11, down from $16.13 at Dec 31, 2023; annualized ROE of 10%.","Issued $306M of 3-year CRT term notes in Q1; additional $247M in April 2024 refinancing notes due 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.39,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243075,"accession_number":"0001193125-24-072746","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-03-20T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PennyMac Mortgage enters $2B structured note facility with Goldman Sachs; $375M committed","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Series 2024-VF1 Note: max principal balance $2B, aggregate committed amount $375M.","Initial 2-year term expires March 15, 2026; then amortizes over 12 months.","Note is pari passu with existing variable funding notes and term loans in the structured finance transaction.","PMT, PMC, and PMH guarantee PMC FMSR VFN Funding and PMH FMSR VFN Funding performance.","Financing used for Fannie Mae mortgage servicing rights and related excess servicing spread and advance receivables."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":243074,"accession_number":"0001193125-24-021929","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2024-02-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust Reports Q4 2023 Net Income of $42.5M, EPS $0.44","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2023 net income attributable to common shareholders was $42.5 million, or $0.44 per diluted share.","Book value per common share increased to $16.13 at Dec 31, 2023 from $16.01 at Sep 30, 2023.","Full-year 2023 net income was $199.7 million, compared to a net loss of $73.3 million in 2022.","Credit sensitive strategies segment pretax income was $60.9 million, driven by $45.7 million gains on CRT investments.","Quarterly cash dividend of $0.40 per common share declared on Dec 6, 2023 and paid on Jan 26, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.63,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.9,"calibrated_materiality_score":0.9,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":260457,"accession_number":"0001193125-23-264128","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PennyMac Mortgage Q3 net income $51M, book value rises to $16.01 per share","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders of $51.0M ($0.51 diluted EPS), up from $14.2M in prior quarter.","Book value per common share increased to $16.01 from $15.81 at June 30, 2023.","Pretax income: Credit Sensitive $41.0M, Interest Rate Sensitive $81.6M, Correspondent Production $8.8M.","Invested $64M in GSE CRT bonds and senior mezzanine bonds; upsized term loan to $370M and issued $54M senior notes.","Tax expense of $57.0M driven by fair value gains on MSRs in taxable subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":1.2,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277761,"accession_number":"0001193125-23-239667","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-09-21T23:59:59+00:00","items":["1.01","2.03","8.01","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust issues $50M of 8.50% Senior Notes due 2028","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Closed $50M aggregate principal of 8.50% Senior Notes due Sept 30, 2028, guaranteed by PennyMac Corp.","Underwriters have a 30-day option to purchase up to an additional $7.5M for over-allotments.","Interest payable quarterly at 8.50% per annum, first payment Dec 30, 2023.","Company may redeem notes at par on or after Sept 30, 2025, with 30 days' notice.","Notes approved for listing on NYSE under symbol PMTU; trading expected within 30 days."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277760,"accession_number":"0001193125-23-215060","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-08-17T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PennyMac ups FMSR financing facility by $215M to $370M, adds two lenders","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Series 2023-FTL1 Loan note balance increased from $155M to $370M via joinder of Veritex Community Bank ($65M) and Western Alliance Bank ($150M).","Five-year term expires May 25, 2028, with one-year optional extension; facility backs Fannie Mae mortgage servicing rights and related receivables.","New lender breakdown: First Foundation $30M, NexBank $75M, Texas Capital $50M, Veritex $65M, Western Alliance $150M.","Concurrent amendment to base indenture (Amendment No. 7) updates terms to accommodate the additional lenders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277759,"accession_number":"0001193125-23-214325","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-08-16T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PennyMac Mortgage enters $150M Freddie Mac servicing advance receivables financing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Subsidiaries entered structured finance transaction via Series 2023-VF1 Variable Funding Note.","Initial max principal $150,000,000, fully committed, maturing August 9, 2025.","Note bears interest at spread above 1-month SOFR, payable monthly.","Proceeds used to finance Freddie Mac servicing advance receivables.","PMC sells advance receivables to depositor and ultimately to issuer trust."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":277758,"accession_number":"0001193125-23-196153","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q2 net income $14.2M ($0.16/share), down from $50.2M; book value $15.81","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders of $14.2M ($0.16 diluted EPS) in Q2 2023, down from $50.2M in Q1 2023.","Book value per common share decreased to $15.81 from $15.96 at March 31, 2023.","Repurchased 1.6M common shares at avg $11.87/share for $19.4M during the quarter.","Credit sensitive strategies pretax income $71.1M; interest rate sensitive strategies pretax loss $13.2M.","Dividend maintained at $0.40 per share; payable July 28, 2023 to shareholders of record July 14."],"consensus_eps_estimate":null,"consensus_eps_actual":0.68,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295745,"accession_number":"0000950170-23-027269","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-06-09T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PennyMac Mortgage Investment Trust annual meeting elects three trustees, approves auditor and say-on-pay","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Turnout: 74.7M shares (84.7% of 88.2M entitled) present at June 8, 2023 meeting.","Trustees elected: Preston DuFauchard (47.0M for), Nancy McAllister (57.4M for), Stacey D. Stewart (43.0M for).","Ratification of Deloitte & Touche as FY2023 auditor approved: 73.9M for, 0.6M against.","Non-binding say-on-pay approved: 56.9M for, 1.1M against; frequency vote favored 1-year (57.5M)."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295744,"accession_number":"0001193125-23-158978","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-06-01T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust enters $155M Series 2023-FTL1 loan for Fannie Mae MSR financing","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["$155M initial note balance; 5-year term to May 25, 2028 with optional one-year extension.","Loan is secured by Fannie Mae mortgage servicing rights and related excess servicing spread.","Interest rate based on SOFR plus market spread; exact spread redacted from filing.","Loan ranks pari passu with existing Series 2018-FT1, 2021-FT1, and 2022-FT1 term notes.","PMC and Issuer Trust subject to customary reps, warranties, covenants; margin call and default provisions apply."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295743,"accession_number":"0001564590-23-006490","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q1 net income $50.2M ($0.50/diluted share) vs Q4 loss of $5.8M; book value up to $15.96","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income attributable to common shareholders $50.2M ($0.50 diluted EPS) compared to net loss of $5.8M in Q4 2022; net investment income $90.4M.","Book value per common share increased to $15.96 from $15.78 at Dec 31, 2022.","Credit Sensitive Strategies segment pretax income $57.3M from net investment income $58.0M; Interest Rate Sensitive Strategies pretax loss $7.0M.","Repurchased 0.6M common shares at avg $11.83 in Q1; after quarter-end repurchased 0.7M more at $12.06.","Extended Fannie Mae MSR term notes maturity by 2 years ($450M); issued $235M of new CRT term notes; invested $52M in additional opportunistic investments."],"consensus_eps_estimate":null,"consensus_eps_actual":0.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":295742,"accession_number":"0001564590-23-006004","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-04-20T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"Donna Corley elected to PMT board; Marianne Sullivan steps down, effective June 1, 2023","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Donna Corley, former Freddie Mac EVP & Head of Single-Family Business, joins as independent Class I trustee effective June 1.","Marianne Sullivan steps down from Board on June 1 due to other professional commitments; no disagreement with Company.","Corley will chair Finance Committee and serve on Risk Committee; receives $90k annual retainer plus $105k in restricted share units.","Corley managed a ~$3 trillion single-family mortgage portfolio at Freddie Mac and served as Chief Risk Officer.","Press release issued April 20, 2023; change is planned and orderly."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316279,"accession_number":"0001564590-23-004329","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K/A","filed_at":"2023-03-24T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"PMT enters separation agreement with ex-CIO Fartaj: $1.525M severance, continued equity vesting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Vandad Fartaj ceased as Senior Managing Director and CIO on March 3, 2023; separation agreement signed March 21, 2023.","Severance payment of $1,525,000 in two installments: $975,000 within 5 days post-revocation, $550,000 on September 15, 2023.","Certain 2021 and 2022 RSU/PSU awards continue vesting per original schedule without continued service; 2023 awards forfeited.","Agreement includes non-disparagement clause and release of claims, with no non-compete or non-solicitation restrictions.","The separation agreement covers both PFSI and PMT entities; Fartaj held officer roles at both."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316283,"accession_number":"0001193125-23-073118","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-03-17T23:59:59+00:00","items":["1.01","7.01","9.01"],"status":"ready","headline":"PennyMac assigns Credit Suisse/Alpine credit facilities to Atlas Securitized Products","summary_kind":"llm","event_type":"other_material","confidence":"medium","bullets":["Credit facilities from Credit Suisse and Alpine assigned to Atlas Securitized Products and affiliates.","No changes to other terms of credit facilities.","Company reaffirms guarantees of PMC and Issuer Trust obligations under credit facilities.","Company discloses no deposits or financing with Silicon Valley Bank, Silvergate, or Signature Bank.","Corporate cash accounts held with large global money center banks."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316282,"accession_number":"0001564590-23-003414","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-03-10T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust elects President Doug Jones to Board of Trustees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Doug Jones, President and Chief Mortgage Banking Officer, elected as Class III Trustee effective March 7, 2023.","Jones oversees mortgage banking, including correspondent loan production and servicing.","He will not receive additional compensation for board service; no related-party transactions.","Jones previously held executive roles at Countrywide and Bank of America.","Appointment strengthens board alignment with executive leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316281,"accession_number":"0001564590-23-003364","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-03-09T23:59:59+00:00","items":["5.02","7.01","9.01"],"status":"ready","headline":"PennyMac CIO Vandad Fartaj departs; William Chang appointed as replacement","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Vandad Fartaj stepped down as Senior Managing Director and CIO of both PFSI and PMT effective March 3, 2023.","William Chang appointed Senior Managing Director and Chief Capital Markets Officer for PFSI and CIO for PMT on March 9, 2023.","Chang previously served as Deputy CIO for both companies and spent 10+ years at PennyMac.","Prior to PennyMac, Chang spent over a decade in M&A at Credit Suisse advising on $100B+ transactions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":316280,"accession_number":"0001564590-23-001403","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2023-02-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT reports Q4 net loss of $5.8M, full-year loss of $115.1M; book value down to $15.78","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common shareholders of $5.8M ($0.07 diluted EPS) vs net income of $1.5M in Q3 2022.","Full-year 2022 net loss of $115.1M ($1.26 diluted EPS) vs net income of $26.0M in 2021.","Book value per common share declined to $15.78 from $16.18 at September 30, 2022.","Repurchased 1.2M common shares at avg $11.80 in Q4; additional 22k shares through Jan 31 at $12.63.","Chairman cites fair value declines offsetting solid performance; credit markets improved early 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":334570,"accession_number":"0001564590-22-035464","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"PennyMac Q3 net income $1.5M ($0.01 EPS); increases share repurchase authorization to $500M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income of $1.5M ($0.01 diluted EPS) vs net loss of $81.2M in prior quarter; revenue $151.1M.","Book value per share fell to $16.18 from $16.59 at June 30, 2022.","Board increased share repurchase authorization from $400M to $500M; repurchased 2.1M shares in Q3 and Oct.","Recorded $78.5M tax provision in taxable REIT subsidiary, driving net income of only $1.5M."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351998,"accession_number":"0001564590-22-027496","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2022-08-02T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT reports Q2 net loss of $81.2M, diluted EPS -$0.88; book value per share falls to $16.59","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common shareholders of $81.2M in Q2 2022, compared to net loss of $29.6M in Q1.","Diluted EPS loss of $0.88; net investment income of $21.5M.","Book value per common share decreased to $16.59 from $17.87 in prior quarter.","Pre-tax loss of $39.9M driven by $230.6M fair value losses on investments, partially offset by $217.3M net loan servicing fees.","Recorded $30.9M tax provision primarily from fair value gains on MSRs in taxable REIT subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.19,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":351997,"accession_number":"0001564590-22-025239","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2022-07-05T23:59:59+00:00","items":["1.01","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust issues $305M secured term notes (2022-FT1) at SOFR+4.19%","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $305M aggregate principal of secured term notes (2022-FT1) via subsidiary PMT ISSUER TRUST - FMSR.","Notes bear interest at 30-day SOFR + 4.19% per annum, payable monthly beginning July 2022.","Maturity June 25, 2027, extendable to 2028 or 2029; rated BBB- by Kroll Bond Rating Agency.","Secured by Fannie Mae mortgage servicing rights and excess servicing spread."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369468,"accession_number":"0001564590-22-022243","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"PMT shareholders elect three Class I trustees, ratify auditor, approve exec comp","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Scott W. Carnahan elected with 57.99M votes for, 1.31M against, 2.70M abstentions.","Renee R. Schultz elected with 58.72M for, 0.59M against, 2.69M abstentions.","Marianne Sullivan elected with 41.73M for, 17.58M against, 2.69M abstentions.","Ratification of Deloitte & Touche passed with 77.34M for, 0.29M against, 0.29M abstentions.","Non-binding advisory vote on executive compensation approved with 60.25M for, 1.35M against, 0.40M abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":369467,"accession_number":"0001564590-22-018283","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2022-05-05T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q1 net loss $29.6M ($0.32/sh), book value down to $17.87","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss of $29.6M, or $(0.32) diluted EPS, vs prior Q loss of $27.3M.","Book value per share fell to $17.87 from $19.05; dividend of $0.47 declared.","Credit sensitive strategies posted $56M pretax loss on spread widening; interest rate sensitive strategies earned $84.2M pretax.","Repurchased 2.0M shares in Q1 for $31.8M, plus 990k shares in April for $15.4M.","MSR fair value increased $392.6M driven by higher mortgage rates; $37.2M tax provision in taxable REIT subsidiary."],"consensus_eps_estimate":null,"consensus_eps_actual":-0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388629,"accession_number":"0001564590-22-008863","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2022-03-07T23:59:59+00:00","items":["5.02","8.01","9.01"],"status":"ready","headline":"PennyMac Mortgage Investment Trust elects Catherine A. Lynch to Board of Trustees","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Catherine A. Lynch elected as independent Class III Trustee effective April 1, 2022.","Will serve on Audit and Related Party Matters Committees.","Compensation: $90,000 annual base retainer plus $7,750 committee retainers each.","One-time grant of $105,000 in restricted share units (prorated), vesting one year from grant."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":388628,"accession_number":"0001564590-22-003831","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2022-02-03T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT Q4 net loss $27.3M (-$0.28/sh); book value falls to $19.05","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 net loss attributable to common shareholders $27.3M, or -$0.28 diluted EPS; prior quarter net loss was $43.9M.","Book value per common share dropped to $19.05 at Dec 31 from $19.79 at Sep 30; pro forma $18.60 after accounting change.","Conventional correspondent loan production fell 40% QoQ to $17.2B UPB due to GSE and other competition.","Interest Rate Sensitive Strategies segment recorded a $43.2M pretax loss, driven by $84.0M MSR fair value decline.","Chairman expects near-term headwinds but sees opportunities in CRT and private-label securitization as rates rise."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406563,"accession_number":"0001564590-21-057636","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2021-11-18T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"PennyMac COO Andrew Chang to step down Dec 31; takes Special Advisor role","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Andrew S. Chang to step down as COO of PFSI and PMT effective Dec 31, 2021.","Chang will become Special Advisor to Chairman and CEO David Spector.","Kurland Family Investments sold substantially all its remaining PFSI shares.","Chang had been a founding executive since 2008; succession plan in place."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":406562,"accession_number":"0001564590-21-054577","cik":1464423,"company_name":"PennyMac Mortgage Investment Trust","ticker":"PMT","form_type":"8-K","filed_at":"2021-11-04T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"PMT reports Q3 net loss of $43.9M; book value down to $19.79","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net loss attributable to common shareholders of $43.9M ($0.45 diluted loss), vs net income of $31.9M in Q2.","Book value per common share fell to $19.79 from $20.77 at June 30, 2021.","Interest Rate Sensitive Strategies segment pretax loss of $116.8M, driven by $62.8M MSR fair value decline and hedging losses.","Credit Sensitive Strategies pretax income of $60.7M, led by $73.9M net gain on CRT investments.","Conventional correspondent production $28.6B UPB, down 6% QoQ; raised $250M from preferred share offering."],"consensus_eps_estimate":null,"consensus_eps_actual":0.54,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":913880744.7251688,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-11-04T23:59:59+00:00|406562"}