Kevin Ryan was named Chief Strategy Officer of PennyMac Mortgage Investment Trust. As of November 6, 2026, PennyMac Mortgage Investment Trust has reported 2 leadership change filings to the SEC under Item 5.02 of Form 8-K, from June 16, 2026 to October 29, 2026, naming 2 appointments (Form 8-K, October 29, 2026).
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PennyMac Mortgage Investment Trust reported changes in 2 filings among its directors and officers to the SEC on Form 8-K, Item 5.02, from 2026-06-16 to 2026-10-29. They name 2 people. Every row below is cited to the filing it comes from, and this page adds each new change as PennyMac Mortgage Investment Trust files it.
Also on the record for PennyMac Mortgage Investment Trust
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| October 30, 2026 | Stake report, Schedule 13G/A, by Vanguard Portfolio Management | 3.95% of the class | 5%+ stakes | Source |
| April 30, 2026 | Stake report, Schedule 13G, by Vanguard Capital Management | 5.1% of the class | 5%+ stakes | Source |
| April 29, 2026 | Stake report, Schedule 13G, by Vanguard Portfolio Management | 5.72% of the class | 5%+ stakes | Source |
| March 27, 2026 | Stake report, Schedule 13G/A, by The Vanguard Group | — | 5%+ stakes | Source |
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More on PennyMac Mortgage Investment Trust and the records around it.
PennyMac Mortgage Investment Trust elsewhere on the record
Companies that share a holder
- Vanguard Portfolio Management also filed stake reports on 941 other companies: Newmark Group Inc (Nov 2026), A10 Networks Inc (Oct 2026), ADT Inc (Oct 2026)
- Vanguard Capital Management also filed stake reports on 1495 other companies: A10 Networks Inc (Oct 2026), Altisource Portfolio Solutions SA (Oct 2026), Alto Neuroscience Inc (Oct 2026)
- The Vanguard Group also filed stake reports on 2384 other companies: BellRing Brands, Inc. (Sep 2026), CAL-MAINE FOODS INC (Sep 2026), FTAI Aviation Ltd. (Sep 2026)
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Timeline
| Filed | In / out | Person | Role | Effective | Source |
|---|---|---|---|---|---|
| 2026-10-29 | In | Chief Strategy Officer | 8-K, 2026-10-29 | ||
| 2026-06-16 | In | 8-K, 2026-06-16 |
Who leads PennyMac Mortgage Investment Trust, as last reported?
For each role that changed in the filings below, the most recent change reported. A role that did not change in these filings is not listed.
- Chief Strategy Officer: Kevin Ryan, appointed (filed 2026-10-29).
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Find candidates like Chief Strategy Officer at PennyMac Mortgage Investment TrustEvery change, in the filing's words
Appointed: Kevin Ryan, Chief Strategy Officer
Kevin Ryan, age 55, the Company's Executive Managing Director and Chief Strategy Officer, will be appointed the Company's Chief Financial Officer on January 1, 2027.
- Daniel S. Perotti, the Company's Senior Managing Director and Chief Financial Officer, will resign from that role as of December 31, 2026, and will continue with the Company in an advisory role.
- Prior to joining the Company in October 2025, Mr. Ryan served as President and Chief Financial Officer at Better Home & Finance Holding Company from October 2020 to October 2025, where he managed all of the finance, accounting, markets and risk functions.
- Previously, Mr. Ryan worked in several executive positions during his more than two decades at Morgan Stanley, most recently as a Managing Director in the Investment Banking division where he served as the Co-Head of Banks and Diversified Finance, covering financial technology companies, banks, consumer finance companies and mortgage companies.
- Mr. Ryan earned a B.A. from Rutgers University and a J.D. from the University of Virginia.
- Mr. Ryan earned a B.A. from Rutgers University and a J.D. from the University of Virginia.
Appointed: Scott Sauer
On June 15, 2026, the Board of Trustees (the "Board") of PennyMac Mortgage Investment Trust (the "Company") elected Scott Sauer as a Class III Trustee.
- Mr. Sauer will serve until the Company's 2027 Annual Meeting of Shareholders and until his successor is duly elected and qualified or until his earlier death, resignation or removal.
- Mr. Sauer will also serve as a member on the Risk Committee.
- In consideration for his services as a trustee, Mr. Sauer will be entitled to receive compensation on the same terms and in the same amounts as the Company's other non-management trustees.
- Accordingly, Mr. Sauer will receive an annual base retainer of $105,000 and an annual committee retainer of $7,750 for serving on the Risk Committee.
- In connection with his election to the Board, Mr. Sauer will receive a one-time equity grant of $130,000 in restricted share units under the Company's 2019 Equity Incentive Plan with such amount to be prorated based on days of service on the Board during the annual equity award cycle.
- The restricted share units shall vest annually on the first anniversary of the grant date, subject to continued service through such vesting date, and are entitled to dividend equivalents throughout the vesting period.
- In addition, Mr. Sauer will enter into an indemnification agreement with the Company in the same form that the Company has entered into with its other trustees.
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Where this comes from
A public company must file a current report on Form 8-K with the SEC within four business days when a director leaves or is elected, or when its chief executive, chief financial, chief accounting or chief operating officer, or another named executive, departs or is appointed. That disclosure goes under Item 5.02 of the report.
Every change on this page is taken from one of those filings and quoted in the company's own words, with a link to the filing, so it can be checked at the source. Where a filing names the person, the role and the date a change takes effect, they are shown beside the quote. Where it does not, the quote stands on its own. A filing states what changed; it rarely states why, and neither does this page.
