Source-grounded facts extracted from PennyMac Financial Services, Inc.'s SEC 8-K filings across all families, newest first. Each cites a verbatim SEC excerpt.
PennyMac Financial Services, Inc. shareholders approved Approval, by non-binding vote, of the Company's executive compensation. at the 2026-06-03 meeting.
“Proposal 3: Approval, by non-binding vote, of the Company’s executive compensation. Votes For Votes Against Abstentions Broker Non-Votes 41,064,673 1,453,740 229,612 4,799,772”
Shareholder Votes
PennyMac Financial Services, Inc. shareholders approved Ratification of the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the Company for the fiscal year ending December 31, 2026. at the 2026-06-03 meeting.
“Proposal 2: Ratification of the appointment of Deloitte & Touche LLP as independent registered public accounting firm for the Company for the fiscal year ending December 31, 2026. Votes For Votes Against Abstentions Broker Non-Votes 47,183,413 284,212 80,172 0”
Shareholder Votes
PennyMac Financial Services, Inc. shareholders approved Election of ten (10) director nominees to serve on the Board, each for a one-year term expiring at the 2027 Annual Meeting of Stockholders. at the 2026-06-03 meeting.
“Proposal 1: The election of ten (10) director nominees to serve on the Board, each for a one-year term expiring at the 2027 Annual Meeting of Stockholders. Director Votes For Votes Against Abstentions Broker Non-Votes David A. Spector 42,462,444 206,197 79,384 4,799,772 Doug Jones 42,438,823 230,534 78,668 4,799,772 Sunil Chandra 42,549,151 117,584 81,290 4,799,772 Jonathon S. Jacobson 41,821,686 847,759 78,580 4,799,772 Patrick Kinsella 42,521,407 147,577 79,041 4,799,772 Anne D. McCallion 42,579,466 84,803 83,756 4,799,772 Farhad Nanji 42,403,072 227,802 117,151 4,799,772 Jeffrey A. Perlowitz 42,602,569 66,388 79,068 4,799,772 Lisa M. Shalett 41,744,791 641,606 361,628 4,799,772 Theodore W. Tozer 42,602,365 66,791 78,869 4,799,772”
Earnings Releases
PennyMac Financial Services, Inc. reported financial results for the fiscal quarter ended March 31, 2026.
“Item 2.02 Results of Operations and Financial Condition. On May 5, 2026, PennyMac Financial Services, Inc. (the "Company") issued a press release and a slide presentation announcing its financial results for the fiscal quarter ended March 31, 2026.”
Governance Changes
PennyMac Financial Services, Inc.: Amended bylaws to update company name references, remove terminated stockholder agreement and update references to current stockholder agreement in Article I, Section 12(a)(1), and clarify existing majority voting standard for uncontested director elections in Article II, Section 1 (effective 2026-03-16).
“On March 16, 2026 , the board of directors (“Board”) of PennyMac Financial Services, Inc. (the “Company”) approved an amendment and restatement of the Company’s Amended and Restated Bylaws (the “Bylaws”), effective as of such date, to (i) update references to the Company’s name, (ii) remove references to a previously terminated stockholder agreement and update references to a current stockholder agreement in Article I, Section 12(a)(1) and (iii) clarify the existing majority voting standard for uncontested director elections in Article II, Section 1.”
Debt Financings
PennyMac Financial Services, Inc. incurred senior notes of $650,000,000 aggregate principal amount with initial purchasers at 6.750% per year maturing February 15, 2034.
“On August 12, 2025 (the "Closing Date"), PennyMac Financial Services, Inc. (the "Issuer" and, together with its subsidiaries, the "Company") closed the previously announced offering (the "Offering") of $650,000,000 aggregate principal amount of the Issuer's 6.750% Senior Notes due 2034 (the "Notes").”
Debt Financings
PennyMac Financial Services, Inc. incurred senior notes of $850,000,000 aggregate principal amount with U.S. Bank Trust Company, National Association at 6.875% per year maturing May 15, 2032.
““Closing Date”), PennyMac Financial Services, Inc. (the “Issuer” and, together with its subsidiaries, the “Company”) closed the previously announced offering (the “Offering”) of $850,000,000 aggregate principal amount of the Issuer’s 6.875% Senior Notes due 2032 (the “Notes”). The Issuer sold the Notes to the initial purchasers in the Offering, which was exempt”
Mark Elbaum was appointed as Chief Capital Markets Officer at PennyMac Financial Services, Inc..
“On October 3, 2024, the Company announced that Mark Elbaum, Managing Director, Strategic Initiatives, will assume the responsibilities of Chief Capital Markets Officer upon Mr. Chang's departure on an interim basis.”
William Chang departed as Senior Managing Director and Chief Capital Markets Officer at PennyMac Financial Services, Inc..
“On September 27, 2024, William Chang announced that he will step down from his role as Senior Managing Director and Chief Capital Markets Officer of PennyMac Financial Services, Inc. (the “Company”) effective October 11, 2024.”
Emily Youssouf departed as director at PennyMac Financial Services, Inc..
“James K. Hunt and Emily Youssouf each notified the Company that they plan to retire from the Board effective December 31, 2024.”
James K. Hunt departed as director at PennyMac Financial Services, Inc..
“James K. Hunt and Emily Youssouf each notified the Company that they plan to retire from the Board effective December 31, 2024.”
Sunil Chandra was elected as director at PennyMac Financial Services, Inc..
“elected Sunil Chandra to the Board, effective on September 4, 2024.”
Earnings Releases
PennyMac Financial Services, Inc. reported first quarter of 2024 results: revenue $305.7 million, net income $39.3 million, EPS $0.74 per share on a diluted basis.
“PennyMac Financial Services, Inc. (NYSE: PFSI) today reported net income of $39.3 million for the first quarter of 2024, or $0.74 per share on a diluted basis, on revenue of $305.7 million.”
Material Agreements
PennyMac Financial Services, Inc. entered into Series 2024-GT1 indenture supplement with qualified institutional buyers valued at $425 million (effective 2024-02-29).
“On February 29, 2024, PennyMac Financial Services, Inc. (the “Company”), through its indirect subsidiary, PNMAC GMSR ISSUER TRUST (the “Issuer Trust”), issued an aggregate principal amount of $425 million in secured term notes (the “2024-GT1 Notes”) to qualified institutional buyers under Rule 144A of the Securities Act of 1933, as amended (the “Securities Act”).”
Earnings Releases
PennyMac Financial Services, Inc. reported fourth quarter of 2023 results: revenue $361.9 million, net income net loss of $36.8 million, EPS $(0.74) per share on a diluted basis.
“PennyMac Financial Services, Inc. (NYSE: PFSI) today reported a net loss of $36.8 million for the fourth quarter of 2023, or $(0.74) per share on a diluted basis, on revenue of $361.9 million.”
Debt Financings
PennyMac Financial Services, Inc. incurred senior notes of $750,000,000 aggregate principal amount with initial purchasers at 7.875% per year maturing December 15, 2029.
“On December 11, 2023 (the "Closing Date"), PennyMac Financial Services, Inc. (the "Issuer" and, together with its subsidiaries, the "Company") closed the previously announced offering (the "Offering") of $750,000,000 aggregate principal amount of the Issuer's 7.875% Senior Notes due 2029 (the "Notes").”
Material Agreements
PennyMac Financial Services, Inc. entered into Indenture with U.S. Bank Trust Company, National Association, as trustee valued at $750,000,000 (effective 2023-12-11).
“The Notes were issued pursuant to the Indenture, dated as of December 11, 2023 (the "Indenture"), among the Issuer, the guarantors party thereto, and U.S. Bank Trust Company, National Association, as trustee.”
Facts are extracted by an LLM and gated to those whose source quote is present verbatim in the filing text. Coverage is best-effort while backfill and monitoring mature; this is not yet a full-market index. See methodology.