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Compiled from SEC Form N-PX filings and PennyMac Mortgage Investment Trust’s Form 8-K, filed 2026-06-16 (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 2026-06-16 (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: Preston DuFauchard | 40,416,570 | 11,760,494 | 140,919 | -- | 18,557,402 | Majority: yes |
| Elect Director: Nancy McAllister | 49,835,723 | 2,352,649 | 129,611 | -- | 18,557,402 | Majority: yes |
| Elect Director: Stacey D. Stewart | 37,190,340 | 14,990,183 | 137,460 | -- | 18,557,402 | 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, 2026. | 68,988,146 | 1,607,824 | 279,415 | -- | -- | Majority: yes |
| Proposal 3: Approval, by non-binding vote, of the Company's executive compensation. | 50,034,544 | 1,918,452 | 364,987 | -- | 18,557,402 | Majority: yes |
This meeting is also recorded here as 2026-06-15; both records come from the same filing, so the date should be checked against it.
Source: PennyMac Mortgage Investment Trust, Form 8-K, filed with the SEC on 2026-06-16 — read the filing on EDGAR.
Each item below shows how the 232 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.
Combines 3 wordings of this item as funds reported it.
96% 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.”): 50,034,544 for, 1,918,452 against, per its Form 8-K filed 2026-06-16 (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 87,191,663 outstanding shares: 57% for, 2% against (60% of the company cast a for/against vote).
The 227 asset managers below cast 99.1% 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 | 11,572,245 | 2,015 | 363 | 0 | For |
| Vanguard | 9,708,854 | 20 | 4 | 0 | For |
| T. Rowe Price | 8,432,256 | 0 | 0 | 0 | For |
| Invesco | 4,334,028 | 0 | 0 | 0 | For |
| Charles Schwab | 2,887,558 | 0 | 0 | 0 | For |
| State Street | 2,479,627 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 2,096,758 | 0 | 0 | 0 | For |
| Fidelity | 1,803,434 | 0 | 0 | 0 | For |
| Boston Partners | 1,271,593 | 0 | 0 | 0 | For |
| PIMCO | 1,114,104 | 0 | 0 | 0 | For |
| Global X | 1,005,266 | 0 | 0 | 0 | For |
| Northern Trust | 755,252 | 0 | 0 | 0 | For |
| VAN ECK ASSOCIATES CORP | 627,104 | 0 | 0 | 0 | For |
| VanEck ETF Trust | 627,104 | 0 | 0 | 0 | For |
| PRINCIPAL GLOBAL INVESTORS | 422,242 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 386,227 | 0 | 0 | 0 | For |
| JUPITER ASSET MANAGEMENT LTD | 379,848 | 0 | 0 | 0 | For |
| Dana Investment Advisors, Inc. | 307,616 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 303,163 | 0 | 0 | 0 | For |
| Prudential/PGIM | 270,143 | 0 | 0 | 0 | For |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | 251,298 | 0 | 0 | 0 | For |
| Northwestern Mutual | 209,936 | 0 | 0 | 0 | For |
| BNY Mellon | 207,969 | 0 | 0 | 0 | For |
| Nuveen | 199,097 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 195,278 | 0 | 0 | 0 | For |
Showing the 25 largest of 227 asset managers. See all 227 in the interactive database.
Combines 5 wordings of this item as funds reported it.
95% Majority: yes · of votes cast
PennyMac Mortgage Investment Trust’s own tally for this item (“Elect Director: Nancy McAllister”): 49,835,723 for, 2,352,649 against, per its Form 8-K filed 2026-06-16 (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 87,191,663 outstanding shares: 57% for, 3% against (60% of the company cast a for/against vote).
The 64 asset managers below cast 98% of the shares they voted on this item FOR (33,242,884 for, 512,172 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,104,733 | 0 | 0 | 0 | For |
| Vanguard | 9,024,512 | 28 | 1 | 0 | For |
| T. Rowe Price | 2,954,516 | 0 | 0 | 0 | For |
| Invesco | 2,129,940 | 0 | 0 | 0 | For |
| Fidelity | 1,800,595 | 0 | 0 | 0 | For |
| Charles Schwab | 1,430,841 | 0 | 0 | 0 | For |
| Global X | 1,005,266 | 0 | 0 | 0 | For |
| State Street | 994,980 | 71 | 0 | 0 | For |
| VanEck ETF Trust | 627,104 | 0 | 0 | 0 | For |
| PIMCO | 557,904 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 24,404 | 278,759 | 0 | 0 | Against |
| Northwestern Mutual | 209,936 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 195,278 | 0 | 0 | 0 | For |
| Prudential/PGIM | 60,756 | 133,361 | 0 | 0 | Against |
| Equitable | 132,737 | 59,075 | 0 | 0 | For |
| TIAA | 189,273 | 0 | 0 | 0 | For |
| Jackson National | 171,216 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 141,729 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 132,449 | 0 | 0 | 0 | For |
| JPMorgan | 131,825 | 0 | 0 | 0 | For |
| ETF Series Solutions | 111,471 | 0 | 0 | 0 | For |
| Angel Oak Funds Trust | 81,182 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 79,500 | 0 | 0 | 0 | For |
| Principal | 72,076 | 0 | 0 | 0 | For |
| Goldman Sachs | 26,883 | 40,415 | 0 | 0 | Against |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Combines 5 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: Preston DuFauchard”): 40,416,570 for, 11,760,494 against, per its Form 8-K filed 2026-06-16 (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 87,191,663 outstanding shares: 46.4% for, 13% against (60% of the company cast a for/against vote).
The 64 asset managers below cast 85% of the shares they voted on this item FOR (28,815,875 for, 4,939,180 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,104,733 | 0 | 0 | 0 | For |
| Vanguard | 9,024,414 | 125 | 1 | 0 | For |
| T. Rowe Price | 32,338 | 2,922,178 | 0 | 0 | Against |
| Invesco | 2,129,940 | 0 | 0 | 0 | For |
| Fidelity | 1,800,595 | 0 | 0 | 0 | For |
| Charles Schwab | 1,430,841 | 0 | 0 | 0 | For |
| Global X | 1,005,266 | 0 | 0 | 0 | For |
| State Street | 993,720 | 1,331 | 0 | 0 | For |
| VanEck ETF Trust | 627,104 | 0 | 0 | 0 | For |
| PIMCO | 0 | 557,904 | 0 | 0 | Against |
| RBB FUND, INC. | 24,404 | 278,759 | 0 | 0 | Against |
| Northwestern Mutual | 29,618 | 180,318 | 0 | 0 | Against |
| GraniteShares ETF Trust | 195,278 | 0 | 0 | 0 | For |
| Prudential/PGIM | 60,756 | 133,361 | 0 | 0 | Against |
| Equitable | 132,737 | 59,075 | 0 | 0 | For |
| TIAA | 189,273 | 0 | 0 | 0 | For |
| Jackson National | 0 | 171,216 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 141,729 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 132,449 | 0 | 0 | Against |
| JPMorgan | 131,825 | 0 | 0 | 0 | For |
| ETF Series Solutions | 111,471 | 0 | 0 | 0 | For |
| Angel Oak Funds Trust | 81,182 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 79,500 | 0 | 0 | 0 | For |
| Principal | 0 | 72,076 | 0 | 0 | Against |
| Goldman Sachs | 26,883 | 40,415 | 0 | 0 | Against |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Combines 4 wordings of this item as funds reported it.
71% Majority: yes · of votes cast
PennyMac Mortgage Investment Trust’s own tally for this item (“Elect Director: Stacey D. Stewart”): 37,190,340 for, 14,990,183 against, per its Form 8-K filed 2026-06-16 (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 87,191,663 outstanding shares: 43% for, 17% against (60% of the company cast a for/against vote).
The 64 asset managers below cast 79% of the shares they voted on this item FOR (26,816,595 for, 6,938,459 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,104,733 | 0 | 0 | 0 | For |
| Vanguard | 9,011,144 | 13,394 | 1 | 0 | For |
| T. Rowe Price | 32,338 | 2,922,178 | 0 | 0 | Against |
| Invesco | 2,129,940 | 0 | 0 | 0 | For |
| Fidelity | 20,729 | 1,779,866 | 0 | 0 | Against |
| Charles Schwab | 1,430,841 | 0 | 0 | 0 | For |
| Global X | 1,005,266 | 0 | 0 | 0 | For |
| State Street | 993,720 | 1,331 | 0 | 0 | For |
| VanEck ETF Trust | 627,104 | 0 | 0 | 0 | For |
| PIMCO | 0 | 557,904 | 0 | 0 | Against |
| RBB FUND, INC. | 24,404 | 278,759 | 0 | 0 | Against |
| Northwestern Mutual | 29,618 | 180,318 | 0 | 0 | Against |
| GraniteShares ETF Trust | 195,278 | 0 | 0 | 0 | For |
| Prudential/PGIM | 60,756 | 133,361 | 0 | 0 | Against |
| Equitable | 132,737 | 59,075 | 0 | 0 | For |
| TIAA | 0 | 189,273 | 0 | 0 | Against |
| Jackson National | 0 | 171,216 | 0 | 0 | Against |
| QUANTITATIVE MASTER SERIES LLC | 141,729 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 0 | 132,449 | 0 | 0 | Against |
| JPMorgan | 131,825 | 0 | 0 | 0 | For |
| ETF Series Solutions | 111,471 | 0 | 0 | 0 | For |
| Angel Oak Funds Trust | 81,182 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 79,500 | 0 | 0 | 0 | For |
| Principal | 0 | 72,076 | 0 | 0 | Against |
| Goldman Sachs | 26,883 | 40,415 | 0 | 0 | Against |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
Combines 2 wordings of this item as funds reported it.
98% 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, 2026.”): 68,988,146 for, 1,607,824 against, per its Form 8-K filed 2026-06-16 (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 87,191,663 outstanding shares: 79% for, 2% against (81% of the company cast a for/against vote).
The 64 asset managers below cast 99.9% of the shares they voted on this item FOR (33,721,706 for, 33,349 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 10,104,733 | 0 | 0 | 0 | For |
| Vanguard | 9,024,530 | 9 | 1 | 0 | For |
| T. Rowe Price | 2,954,516 | 0 | 0 | 0 | For |
| Invesco | 2,129,940 | 0 | 0 | 0 | For |
| Fidelity | 1,800,595 | 0 | 0 | 0 | For |
| Charles Schwab | 1,430,841 | 0 | 0 | 0 | For |
| Global X | 1,005,266 | 0 | 0 | 0 | For |
| State Street | 994,471 | 580 | 0 | 0 | For |
| VanEck ETF Trust | 627,104 | 0 | 0 | 0 | For |
| PIMCO | 557,904 | 0 | 0 | 0 | For |
| RBB FUND, INC. | 303,163 | 0 | 0 | 0 | For |
| Northwestern Mutual | 209,936 | 0 | 0 | 0 | For |
| GraniteShares ETF Trust | 195,278 | 0 | 0 | 0 | For |
| Prudential/PGIM | 194,117 | 0 | 0 | 0 | For |
| Equitable | 191,812 | 0 | 0 | 0 | For |
| TIAA | 189,273 | 0 | 0 | 0 | For |
| Jackson National | 171,216 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 141,729 | 0 | 0 | 0 | For |
| Columbia Threadneedle | 132,449 | 0 | 0 | 0 | For |
| JPMorgan | 131,825 | 0 | 0 | 0 | For |
| ETF Series Solutions | 111,471 | 0 | 0 | 0 | For |
| Angel Oak Funds Trust | 81,182 | 0 | 0 | 0 | For |
| OPTIMUM FUND TRUST | 79,500 | 0 | 0 | 0 | For |
| Principal | 72,076 | 0 | 0 | 0 | For |
| Goldman Sachs | 67,298 | 0 | 0 | 0 | For |
Showing the 25 largest of 64 asset managers. See all 64 in the interactive database.
96% 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.”): 50,034,544 for, 1,918,452 against, per its Form 8-K filed 2026-06-16 (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 87,191,663 outstanding shares: 57% for, 2% against (60% of the company cast a for/against vote).
The 4 asset managers below cast 100% of the shares they voted on this item FOR (51,950 for, 0 against).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Empower | 0 | 0 | 0 | 0 | Not Voted |
| LDR Capital Management LLC | 46,090 | 0 | 0 | 0 | For |
| APG Asset Management US Inc. | 4,360 | 0 | 0 | 0 | For |
| TD Waterhouse Canada Inc. | 1,500 | 0 | 0 | 0 | For |
Ranked by the number of PennyMac Mortgage Investment Trust shares each manager voted on the most widely held ballot item of the 2025-2026 meeting, shown as a share of the 87,191,663 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 13.27% |
| 2 | Vanguard | 11.14% |
| 3 | T. Rowe Price | 9.67% |
| 4 | Invesco | 4.97% |
| 5 | Charles Schwab | 3.31% |
| 6 | State Street | 2.84% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.40% |
| 8 | Fidelity | 2.07% |
| 9 | Boston Partners | 1.46% |
| 10 | PIMCO | 1.28% |
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 | 15.89% | 13F |
| Vanguard Group | 10.64% | 13F |
| Vanguard Portfolio Management | 5.72% | 13G |
| State Street | 3.88% | 13F |
| Invesco | 2.52% | 13F |
| Charles Schwab | 1.67% | 13F |
| Citadel Advisors | 1.39% | 13F |
| Morgan Stanley | 1.22% | 13F |
| Northern Trust | 1.06% | 13F |
| JPMorgan Chase | 0.99% | 13F |
Percentages above are of 87,191,663 shares outstanding, as reported by PennyMac Mortgage Investment Trust on its Form 10-Q dated 2026-03-31 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 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 2026-03-31. 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 2026-06-16, in the 2025-2026 proxy season, 232 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,303 separate fund positions. Their filings are grouped here into 6 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 96% 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 2026-06-16.
PennyMac Mortgage Investment Trust proxy season coverage: 2023-2024 · 2024-2025 · 2025-2026 (this page).