secwatch / observer
8-K filed March 20, 2024, 7:59 PM ET ticker PMT CIK 0001464423
debt confidence high sentiment neutral materiality 0.50

PennyMac Mortgage Investment Trust (PMT): debt financing — PennyMac Mortgage enters $2B structured note facility with Goldman Sachs; $375M committed

PennyMac Mortgage Investment Trust

Key facts

Extracted from this filing and checked against the source text.

Debt Financings SEC 8-K Item 2.03/2.04 confidence 0.9

PennyMac Mortgage Investment Trust incurred credit facility of $2 billion with Goldman Sachs Bank, USA maturing March 15, 2026.

Instrument
credit facility
Principal
$2 billion
Counterparty
Goldman Sachs Bank, USA
Maturity
March 15, 2026
Event
incurrence
Exact text from the filing
to expire on March 15, 2026, at which point the Series 2024-VF1 Note amortizes over 12 months prior to termination. The maximum principal balance of the Series 2024-VF1 Note is $2 billion and the aggregate committed amount is $375 million. The Series 2024-VF1 Note is pari passu with the other variable funding notes, term notes, and term loans previously issued as
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Material Agreements SEC 8-K Item 1.01/1.02 confidence 0.9

PennyMac Mortgage Investment Trust entered into Series 2024-VF1 Note with Goldman Sachs Bank, USA valued at $375 million (effective 2024-03-15).

Action
entry
Agreement
credit facility
Counterparty
Goldman Sachs Bank, USA
Value
$375 million
Effective
2024-03-15
Exact text from the filing
On March 15, 2024, PennyMac Mortgage Investment Trust (the “Company”), through four of its indirect, wholly owned subsidiaries, PMT ISSUER TRUST—FMSR (“Issuer Trust”), PMT CO-ISSUER TRUST I—FMSR (“Co-Issuer Trust”), PennyMac Corp. (“PMC”), and PennyMac Holdings, LLC, (“PMH”) entered into a Series 2024-VF1 Note with Goldman Sachs Bank, USA (“Goldman”), as part of the structured finance transaction that PMC uses to finance Fannie Mae mortgage servicing rights and related excess servicing spread and servicing advance receivables.
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PennyMac Mortgage Investment Trust filing history →

Source: SEC EDGAR
accession 0001193125-24-072746
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