Perotti Daniel Stanley

CFO Daniel Perotti sells 8,775 shares at blended $126.67 for $1.1M; retains 216.5K shares post-sale

Daniel Stanley Perotti, Chief Financial Officer at PennyMac Financial Services, executed 2 separate sales on 2025-11-17, selling 5,250 shares at $126.46 and 3,525 shares at $126.98 for combined proceeds of $1,111,519.50. The sale reduced his holdings by 3.9% from 225.2K to 216.5K shares, a partial reduction rather than a liquidation. The blended transaction price of $126.67 sits near the 52-week high of $132.96, reflecting favorable execution. Across his cross-ticker track record, Perotti's prior 20 open-market sells averaged a 90-day return of +3.3% and a well-timed rate of 40%, indicating his prior sales were as often poorly timed as well-timed. The company's underlying fundamentals remain solid with revenue of $632.9M, net income of $181.5M, and 13.7% annual revenue growth, alongside a reasonable P/E of 13.01.

CFO Perotti sells 26,011 shares at $131.36 avg for $3.4M, reducing stake by 72.3% to 10.0K shares

On 2025-10-24, Chief Financial Officer Daniel Stanley Perotti executed 6 separate sales totaling 26,011 shares for $3,416,689.45, with prices ranging from $130.60 to $133.46. This sale reduced his holdings from 35,975 shares to 9,964 shares, a 72.3% reduction in his position. The timing coincides closely with a 2025-10-22 cluster of 5 prior sells at the same ticker (outcomes not yet measurable), suggesting concentrated selling activity. At the current price of $130.19, the stock is -2.1% from its 52-week high of $132.96, near the peak of its recent rally; Perotti's transaction prices of $130.60–$133.46 occur at elevated valuation relative to the stock's 52-week range. His cross-ticker track record shows 20 prior sells with a 90-day well-timed rate of 36.36%, indicating modest historical accuracy in sell timing.

CFO Daniel Stanley Perotti sold 13,110 shares ($1.7M) across 8 transactions at $130.71 avg; post-sale holdings down 56.8% to 9,964 shares

CFO Daniel Stanley Perotti executed 8 separate sales totaling 13,110 shares for $1,713,549.05 on 2025-10-22, reducing his holdings from 23,074 shares to 9,964 shares—a reduction of 56.8% of his pre-transaction stake. The sales occurred at prices ranging from $130.19 to $133.99, with a blended average of $130.71, at a time when the stock was trading at $132.67 (within 0.0% of its 52-week high of $132.67). The stock had appreciated 7.6% over the prior 30 days and 41.0% over 90 days. Across his cross-ticker open-market history, Perotti's prior 20 sales averaged a 2.3% return within 90 days after sale, with a 38.46% well-timed rate—below the threshold indicating systematic strong timing. At the same ticker (PFSI), no prior measurable outcomes exist to establish a pattern; all 5 prior sales are on 2025-10-24 with no yet-measurable 30d or 90d results.

CFO Perotti sells 5,850 PFSI shares at $108.20; retains 228,175 shares post-transaction

Perotti Daniel Stanley, Chief Financial Officer of PennyMac Financial Services, Inc., sold 5,850 shares for $632,970.00 on 2025-09-02, reducing his holdings by 2.5%. The sale occurred at $108.20 per share, approximately 3.2% below the current price of $112.83 and near the middle of the 52-week range of $89.28–$116.58. His prior trades at PFSI show mixed timing results, with 2 of 5 prior sales ultimately well-timed (stock fell after), though his more recent sales in May 2025 occurred before modest gains. The stock has appreciated 15.6% over the past 30 days and 18.8% over 90 days, suggesting the CFO sold into a period of significant upward momentum. The company's fundamentals remain solid with 13.7% annual revenue growth, a moderate P/E of 15.08, and strong quarterly net income of $136,463,000.

CFO Perotti sells 10,500 shares at avg $99.45; retains 234,025 shares post-transaction at PFSI

Daniel Stanley Perotti, Chief Financial Officer of PennyMac Financial Services, executed 2 separate sales totaling 10,500 shares for $1,044,227.92 on 2025-05-15. His residual stake of 234,025 shares represents a -4.3% reduction. The stock is currently trading at $100.52, -13.8% from its 52-week high of $116.58, having gained 3.6% over the past 30 days. Reviewing Perotti's prior trading activity at PFSI: his 5 most recent sales show mixed timing outcomes, with 3 of 5 being well-timed at the 90-day mark (negative post-sale returns), while his cross-ticker history across 11 prior open-market sales shows an average 90-day return of +1.1% and a 45.45% well-timed rate. The current sale occurs near the stock's recent price action recovery but well below recent highs, leaving substantial equity remaining in his position.

CFO Perotti sold 10,500 PFSI shares at $101.49 on 2025-02-14 ($1.1M); holds 215.0K shares post-transaction.

Perotti Daniel Stanley, Chief Financial Officer of PennyMac Financial Services, Inc., sold 10,500 shares (10.5K shares) representing a 4.7% reduction in his holdings. At his prior trades at PFSI, 2 of 3 measurable sells at the 90-day mark were well-timed (stock declined after the sale), suggesting selective positive timing discipline at this ticker, though his cross-ticker track record shows an average 90-day return of +1.6% after sells with a well-timed rate of 37.50%, indicating mixed historical outcomes. The company fundamentals remain solid with annual revenue growth of +13.7% and a P/E of 15.58, though the stock is -12.5% from its 52-week high of $116.58 and has declined 5.2% over the past 30 days. This sale occurs within the context of existing insider holdings of 214,997 shares, maintaining a substantial position in the company rather than a complete exit.

CFO Perotti sells 16,481 shares (30.5% of holdings) at $101.56, reducing stake to 37,501 shares

Daniel Stanley Perotti, PennyMac's Chief Financial Officer, executed 2 separate sales totaling 16,481 shares for $1,673,853.36 on 2024-12-20, reducing his holdings by 30.5% to 37,501 shares. The blended average price of $101.56 sits slightly above the current price of $101.01, and within the 52-week range ($83.31–$116.58), representing a sale near recent trading levels rather than at a peak. His prior same-ticker history shows 0 of 2 prior measurable sells at the 90-day mark were well-timed (both posted positive returns after the sale), suggesting his recent sells at PFSI have not preceded declines. In the broader context of PennyMac's fundamentals—annual revenue growth of -29.4% and a P/E of 30.42—this large reduction in the CFO's position warrants investor attention as an indicator of executive conviction levels during a period of significant revenue contraction.

CFO Perotti sells 10,500 PFSI shares at $100.02; stock now $102.48; at 30.87 P/E and -29.4% revenue decline

Daniel Stanley Perotti, Chief Financial Officer of PennyMac Financial Services, sold 10,500 shares at $100.02 on 2024-11-15, reducing holdings from 235,997 to 225,497 shares (-4.4%). The sale occurred at a price near current levels ($102.48 today), with minimal immediate price movement post-transaction. However, the broader context shows operational stress: annual revenue contracted 29.4% year-over-year while the P/E multiple stands at 30.87, suggesting the market is pricing in recovery rather than current earnings power. Examining his same-ticker history at PFSI across 5 prior transactions, Perotti's sells have not demonstrated well-timed exits—none of his 3 prior measurable 90-day outcomes showed negative returns (which would indicate selling before declines). The September 2024 sales showed particularly weak timing (-11.2% and -10.7% 30-day returns). This current sale occurs in a stock down 6.3% over 30 days and off 12.1% from its 52-week high, but given the pattern of prior mis-timed exits and the company's sharp revenue contraction, this transaction reflects a continuation of insider selling activity in a challenged operating environment.

CFO Daniel Perotti sells 10,500 shares ($1.2M) at PFSI; holds 236.0K shares post-sale near 52-week highs.

On 2024-09-26, CFO Daniel Perotti executed two separate sales totaling 10,500 shares for $1,185,744.50 at blended average price $112.93, reducing his holdings from 246.5K to 236.0K shares (-4.3%). The sale occurred near the stock's 52-week high of $116.58 and just 2.4% below that peak. Over the prior 90 days, PFSI stock gained 20.3%, and over 30 days gained 10.6%. Examining Perotti's same-ticker history at PFSI, his prior 5 sales produced mixed post-trade outcomes: only 1 of 5 achieved negative 90-day returns (the definition of well-timed for a sell), meaning 80% of his prior sales at this ticker were followed by stock appreciation. This transaction pattern—a seller near cyclical highs—invites observation of whether the timing reflects a technical pause or a broader assessment of value at these elevated levels.