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Compiled from SEC Form N-PX filings and PENNYMAC MORTGAGE INVESTMENT TRUST’s Form 8-K, filed 2025-06-25 (Item 5.07 on EDGAR). Page generated 02 October 2026.
Explore PENNYMAC MORTGAGE INVESTMENT TRUST in the interactive database Compare manager voting policies
These tallies are PENNYMAC MORTGAGE INVESTMENT TRUST’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed 2025-06-25 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Outcome |
|---|---|---|---|---|---|---|
| Elect Director: Scott W. Carnahan | 37,982,634 | 16,183,601 | 108,312 | -- | 17,007,281 | Majority: yes |
| Elect Director: Donna M. Corley | 41,752,806 | 12,411,761 | 109,980 | -- | 17,007,281 | Majority: yes |
| Elect Director: Renee R. Schultz | 41,617,958 | 12,548,014 | 108,575 | -- | 17,007,281 | Majority: yes |
| 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, 2025. | 70,177,800 | 862,176 | 241,852 | -- | -- | Majority: yes |
| Proposal 3: Approval, by non-binding vote, of the Company's executive compensation. | 50,094,065 | 3,847,363 | 333,119 | -- | 17,007,281 | Majority: yes |
Source: PENNYMAC MORTGAGE INVESTMENT TRUST, Form 8-K, filed with the SEC on 2025-06-25 — read the filing on EDGAR.
Each item below shows how the 240 asset managers that disclosed a PENNYMAC MORTGAGE INVESTMENT TRUST vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of PENNYMAC MORTGAGE INVESTMENT TRUST’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Meeting held 2025-06-24.
Combines 5 wordings of this item as funds reported it.
93% Majority: yes · of votes cast
PENNYMAC MORTGAGE INVESTMENT TRUST’s own tally for this item (“Proposal 3: Approval, by non-binding vote, of the Company's executive compensation.”): 50,094,065 for, 3,847,363 against, per its Form 8-K filed 2025-06-25 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 86,860,960 outstanding shares: 58% for, 4% against (62% of the company cast a for/against vote).
The 235 asset managers below cast 94% of the shares they voted on this item FOR. Fund share totals are not shown for this item: fund-reported shares overlap across filings (an adviser and the funds it manages can each report the same shares), and here their sum exceeds the total votes cast at the meeting.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 12,288,884 | 2,243 | 0 | 0 | For |
| Vanguard | 9,705,709 | 12,311 | 1 | 0 | For |
| T. Rowe Price | 9,028,066 | 0 | 0 | 0 | For |
| Charles Schwab | 3,001,500 | 0 | 0 | 0 | For |
| Invesco | 0 | 2,670,449 | 0 | 0 | Against |
| GEODE CAPITAL MANAGEMENT, LLC | 2,114,982 | 0 | 0 | 0 | For |
| Fidelity | 1,893,153 | 0 | 0 | 0 | For |
| State Street | 1,458,912 | 423 | 0 | 0 | For |
| Global X | 1,091,815 | 0 | 0 | 0 | For |
| Boston Partners | 785,422 | 0 | 0 | 0 | For |
| Northern Trust | 774,419 | 0 | 0 | 0 | For |
| First Trust | 710,993 | 0 | 0 | 0 | For |
| PIMCO | 557,285 | 0 | 0 | 0 | For |
| VAN ECK ASSOCIATES CORP | 446,899 | 0 | 0 | 0 | For |
| VanEck ETF Trust | 446,899 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 433,621 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 405,205 | 0 | 0 | 0 | For |
| World Funds Trust | 344,491 | 0 | 0 | 0 | For |
| BNY Mellon | 323,268 | 0 | 0 | 0 | For |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC | 291,070 | 0 | 0 | 0 | For |
| Voya | 256,184 | 0 | 0 | 0 | For |
| Dana Investment Advisors, Inc. | 253,821 | 0 | 0 | 0 | For |
| Nuveen | 246,723 | 0 | 0 | 0 | For |
| TIAA | 236,899 | 0 | 0 | 0 | For |
| Northwestern Mutual | 216,057 | 0 | 0 | 0 | For |
Showing the 25 largest of 235 asset managers. See all 235 in the interactive database.
Meeting held 2025-06-24.
Combines 3 wordings of this item as funds reported it.
70% Majority: yes · of votes cast
PENNYMAC MORTGAGE INVESTMENT TRUST’s own tally for this item (“Elect Director: Scott W. Carnahan”): 37,982,634 for, 16,183,601 against, per its Form 8-K filed 2025-06-25 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 86,860,960 outstanding shares: 44% for, 19% against (62% of the company cast a for/against vote).
The 71 asset managers below cast 75% of the shares they voted on this item FOR (25,674,328 for, 8,387,166 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,536,896 | 0 | 0 | 0 | For |
| Vanguard | 9,487,231 | 32 | 0 | 0 | For |
| T. Rowe Price | 29,250 | 3,303,365 | 0 | 0 | Against |
| Fidelity | 23,181 | 1,863,314 | 0 | 0 | Against |
| Charles Schwab | 1,446,143 | 0 | 0 | 0 | For |
| Global X | 1,091,815 | 0 | 0 | 0 | For |
| First Trust | 0 | 704,849 | 0 | 0 | Against |
| Invesco | 689,044 | 0 | 0 | 0 | For |
| PIMCO | 0 | 557,285 | 0 | 0 | Against |
| VanEck ETF Trust | 446,899 | 0 | 0 | 0 | For |
| World Funds Trust | 344,491 | 0 | 0 | 0 | For |
| TIAA | 0 | 236,899 | 0 | 0 | Against |
| Northwestern Mutual | 30,108 | 185,949 | 0 | 0 | Against |
| GraniteShares ETF Trust | 213,160 | 0 | 0 | 0 | For |
| Elevation Series Trust | 0 | 212,665 | 0 | 0 | Against |
| Equitable | 119,339 | 89,548 | 0 | 0 | For |
| State Street | 447 | 200,600 | 0 | 0 | Against |
| Jackson National | 0 | 189,548 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 172,971 | 0 | 0 | Against |
| Northern Trust | 155,208 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 149,354 | 0 | 0 | 0 | For |
| JPMorgan | 130,991 | 0 | 0 | 0 | For |
| Voya | 128,092 | 0 | 0 | 0 | For |
| Goldman Sachs | 39,411 | 73,081 | 0 | 0 | Against |
| ETF Series Solutions | 104,952 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Meeting held 2025-06-24.
Combines 3 wordings of this item as funds reported it.
77% Majority: yes · of votes cast
PENNYMAC MORTGAGE INVESTMENT TRUST’s own tally for this item (“Elect Director: Donna M. Corley”): 41,752,806 for, 12,411,761 against, per its Form 8-K filed 2025-06-25 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 86,860,960 outstanding shares: 48.1% for, 14% against (62% of the company cast a for/against vote).
The 71 asset managers below cast 82% of the shares they voted on this item FOR (28,045,366 for, 6,016,129 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,536,896 | 0 | 0 | 0 | For |
| Vanguard | 9,487,237 | 26 | 0 | 0 | For |
| T. Rowe Price | 29,250 | 3,303,365 | 0 | 0 | Against |
| Fidelity | 1,885,495 | 1,000 | 0 | 0 | For |
| Charles Schwab | 1,446,143 | 0 | 0 | 0 | For |
| Global X | 1,091,815 | 0 | 0 | 0 | For |
| First Trust | 0 | 704,849 | 0 | 0 | Against |
| Invesco | 689,044 | 0 | 0 | 0 | For |
| PIMCO | 0 | 557,285 | 0 | 0 | Against |
| VanEck ETF Trust | 446,899 | 0 | 0 | 0 | For |
| World Funds Trust | 344,491 | 0 | 0 | 0 | For |
| TIAA | 236,899 | 0 | 0 | 0 | For |
| Northwestern Mutual | 30,108 | 185,949 | 0 | 0 | Against |
| GraniteShares ETF Trust | 213,160 | 0 | 0 | 0 | For |
| Elevation Series Trust | 0 | 212,665 | 0 | 0 | Against |
| Equitable | 119,339 | 89,548 | 0 | 0 | For |
| State Street | 200,857 | 190 | 0 | 0 | For |
| Jackson National | 0 | 189,548 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 172,971 | 0 | 0 | Against |
| Northern Trust | 155,208 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 149,354 | 0 | 0 | 0 | For |
| JPMorgan | 130,991 | 0 | 0 | 0 | For |
| Voya | 128,092 | 0 | 0 | 0 | For |
| Goldman Sachs | 39,411 | 73,081 | 0 | 0 | Against |
| ETF Series Solutions | 104,952 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Meeting held 2025-06-24.
Combines 3 wordings of this item as funds reported it.
77% Majority: yes · of votes cast
PENNYMAC MORTGAGE INVESTMENT TRUST’s own tally for this item (“Elect Director: Renee R. Schultz”): 41,617,958 for, 12,548,014 against, per its Form 8-K filed 2025-06-25 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 86,860,960 outstanding shares: 47.9% for, 14% against (62% of the company cast a for/against vote).
The 71 asset managers below cast 82% of the shares they voted on this item FOR (28,042,717 for, 6,018,777 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,536,896 | 0 | 0 | 0 | For |
| Vanguard | 9,487,236 | 26 | 0 | 0 | For |
| T. Rowe Price | 29,250 | 3,303,365 | 0 | 0 | Against |
| Fidelity | 1,885,495 | 1,000 | 0 | 0 | For |
| Charles Schwab | 1,446,143 | 0 | 0 | 0 | For |
| Global X | 1,091,815 | 0 | 0 | 0 | For |
| First Trust | 0 | 704,849 | 0 | 0 | Against |
| Invesco | 689,044 | 0 | 0 | 0 | For |
| PIMCO | 0 | 557,285 | 0 | 0 | Against |
| VanEck ETF Trust | 446,899 | 0 | 0 | 0 | For |
| World Funds Trust | 344,491 | 0 | 0 | 0 | For |
| TIAA | 236,899 | 0 | 0 | 0 | For |
| Northwestern Mutual | 30,108 | 185,949 | 0 | 0 | Against |
| GraniteShares ETF Trust | 213,160 | 0 | 0 | 0 | For |
| Elevation Series Trust | 0 | 212,665 | 0 | 0 | Against |
| Equitable | 119,339 | 89,548 | 0 | 0 | For |
| State Street | 200,857 | 190 | 0 | 0 | For |
| Jackson National | 0 | 189,548 | 0 | 0 | Against |
| Columbia Threadneedle | 0 | 172,971 | 0 | 0 | Against |
| Northern Trust | 155,208 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 149,354 | 0 | 0 | 0 | For |
| JPMorgan | 130,991 | 0 | 0 | 0 | For |
| Voya | 128,092 | 0 | 0 | 0 | For |
| Goldman Sachs | 39,411 | 73,081 | 0 | 0 | Against |
| ETF Series Solutions | 104,952 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Meeting held 2025-06-24.
Combines 2 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
PENNYMAC MORTGAGE INVESTMENT TRUST’s own tally for this item (“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, 2025.”): 70,177,800 for, 862,176 against, per its Form 8-K filed 2025-06-25 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 86,860,960 outstanding shares: 81% for, 1.0% against (82% of the company cast a for/against vote).
The 71 asset managers below cast 99.8% of the shares they voted on this item FOR (34,023,978 for, 37,517 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,536,896 | 0 | 0 | 0 | For |
| Vanguard | 9,487,262 | 1 | 0 | 0 | For |
| T. Rowe Price | 3,332,615 | 0 | 0 | 0 | For |
| Fidelity | 1,886,495 | 0 | 0 | 0 | For |
| Charles Schwab | 1,446,143 | 0 | 0 | 0 | For |
| Global X | 1,091,815 | 0 | 0 | 0 | For |
| First Trust | 704,849 | 0 | 0 | 0 | For |
| Invesco | 689,044 | 0 | 0 | 0 | For |
| PIMCO | 557,285 | 0 | 0 | 0 | For |
| VanEck ETF Trust | 446,899 | 0 | 0 | 0 | For |
| World Funds Trust | 344,491 | 0 | 0 | 0 | For |
| TIAA | 236,899 | 0 | 0 | 0 | For |
| Northwestern Mutual | 216,057 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 213,160 | 0 | 0 | 0 | For |
| Elevation Series Trust | 212,665 | 0 | 0 | 0 | For |
| Equitable | 208,887 | 0 | 0 | 0 | For |
| State Street | 201,038 | 9 | 0 | 0 | For |
| Jackson National | 189,548 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 172,971 | 0 | 0 | 0 | For |
| Northern Trust | 155,208 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 149,354 | 0 | 0 | 0 | For |
| JPMorgan | 130,991 | 0 | 0 | 0 | For |
| Voya | 128,092 | 0 | 0 | 0 | For |
| Goldman Sachs | 112,492 | 0 | 0 | 0 | For |
| ETF Series Solutions | 104,952 | 0 | 0 | 0 | For |
Showing the 25 largest of 71 asset managers. See all 71 in the interactive database.
Meeting held 2025-06-24.
93% Majority: yes · of votes cast
PENNYMAC MORTGAGE INVESTMENT TRUST’s own tally for this item (“Proposal 3: Approval, by non-binding vote, of the Company's executive compensation.”): 50,094,065 for, 3,847,363 against, per its Form 8-K filed 2025-06-25 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 86,860,960 outstanding shares: 58% for, 4% against (62% of the company cast a for/against vote).
The 3 asset managers below cast 100% of the shares they voted on this item FOR (172,997 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| JPMorgan | 171,497 | 0 | 0 | 0 | For |
| Empower | 0 | 0 | 0 | 0 | Not Voted |
| TD Waterhouse Canada Inc. | 1,500 | 0 | 0 | 0 | For |
Meeting held 2024-06-12 (outside the 2024-2025 season's 1 July to 30 June window; reported in this season's filings).
Combines 2 wordings of this item as funds reported it.
97% Majority: yes · of votes cast
PENNYMAC MORTGAGE INVESTMENT TRUST’s own tally for this item (“Proposal 3: Approval, by non-binding vote, of the Company's executive compensation.”): 53,854,515 for, 1,382,624 against, per its Form 8-K filed 2024-06-13 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item. Of all 86,860,960 outstanding shares: 62% for, 2% against (64% of the company cast a for/against vote).
The 2 asset managers below cast 0% of the shares they voted on this item FOR (0 for, 1,246 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| COLDSTREAM CAPITAL MANAGEMENT INC | 0 | 1,246 | 0 | 0 | Against |
| Echo45 Advisors LLC | 0 | 0 | 0 | 0 | -- |
Ranked by the number of PENNYMAC MORTGAGE INVESTMENT TRUST shares each manager voted on the most widely held ballot item of the 2024-2025 meeting, shown as a share of the 86,860,960 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 14.15% |
| 2 | Vanguard | 11.19% |
| 3 | T. Rowe Price | 10.39% |
| 4 | Charles Schwab | 3.46% |
| 5 | Invesco | 3.07% |
| 6 | GEODE CAPITAL MANAGEMENT, LLC | 2.43% |
| 7 | Fidelity | 2.18% |
| 8 | State Street | 1.68% |
| 9 | Global X | 1.26% |
| 10 | Boston Partners | 0.90% |
Positions disclosed to the SEC on Schedules 13D and 13G, Form 13F and the company’s own proxy statement (DEF 14A).
| Holder | % outstanding | Disclosure |
|---|---|---|
| BlackRock | 16.92% | 13F |
| Vanguard Group | 11.08% | 13F |
| Vanguard Portfolio Management | 5.74% | 13G |
| State Street | 3.84% | 13F |
| Invesco | 2.40% | 13F |
| Citadel Advisors | 1.97% | 13F |
| Charles Schwab | 1.76% | 13F |
| Morgan Stanley | 1.42% | 13F |
| Northern Trust | 1.28% | 13F |
| Norges Bank | 0.82% | 13F |
Percentages above are of 86,860,960 shares outstanding, as reported by PENNYMAC MORTGAGE INVESTMENT TRUST on its Form 10-Q dated 2025-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2024-2025 meeting, so the percentages are the ones that were true then, not ones restated against today’s share count.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered investment companies and institutional managers disclose how they voted every proxy, and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from PENNYMAC MORTGAGE INVESTMENT TRUST’s 10-Q dated 2025-03-31. This page is a static snapshot rebuilt weekly on 02 October 2026; a live search always shows the current data.
At PENNYMAC MORTGAGE INVESTMENT TRUST's shareholder meeting held 2025-06-24, in the 2024-2025 proxy season, 240 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,282 separate fund positions. Their filings are grouped here into 7 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. On the most widely held item on that ballot — To approve, by non-binding vote, our executive compensation. — FOR was 93% of the votes cast (FOR divided by FOR plus AGAINST, the conventional basis for proxy support; abstentions, broker non-votes and unvoted shares are excluded because none of them took a side), which is more than half. Whether the item was approved is for the filing to say; that statement has not been read for this item. Source: PENNYMAC MORTGAGE INVESTMENT TRUST's Form 8-K, Item 5.07, filed with the U.S. Securities and Exchange Commission on 2025-06-25.
PENNYMAC MORTGAGE INVESTMENT TRUST proxy season coverage: 2023-2024 · 2024-2025 (this page) · 2025-2026.