PennyMac Financial Services Files 8-K

TL;DR

PMF filed an 8-K, looks like standard reporting, no major news.

AI Summary

PennyMac Financial Services, Inc. filed an 8-K on May 20, 2024, reporting other events and financial statements. The filing does not contain specific financial figures or material events beyond the standard reporting requirements.

Why It Matters

This 8-K filing indicates routine corporate reporting by PennyMac Financial Services, Inc. to the SEC.

Risk Assessment

Risk Level: low — The filing appears to be routine and does not disclose any significant new risks or material events.

Key Players & Entities

• PennyMac Financial Services, Inc. (company) — Registrant
• New PennyMac Financial Services, Inc. (company) — Former name of registrant
• May 20, 2024 (date) — Date of report
• 3043 Townsgate Road, Westlake Village, California 91361 (address) — Principal executive offices

FAQ

Key Financial Figures

• $0.0001 — ge on which registered Common Stock, $0.0001 par value PFSI New York Stock Excha
• $650 million — lease announcing its intention to offer $650 million aggregate principal amount of senior no

Filing Documents

• tm2414918d1_8k.htm (8-K) — 26KB
• tm2414918d1_ex99-1.htm (EX-99.1) — 14KB
• tm2414918d1_ex99-1img001.jpg (GRAPHIC) — 19KB
• 0001104659-24-063211.txt ( ) — 238KB
• pfsi-20240520.xsd (EX-101.SCH) — 3KB
• pfsi-20240520_lab.xml (EX-101.LAB) — 33KB
• pfsi-20240520_pre.xml (EX-101.PRE) — 22KB
• tm2414918d1_8k_htm.xml (XML) — 3KB

01 Other Events

Item 8.01 Other Events. On May 20, 2024, PennyMac Financial Services, Inc. issued a press release announcing its intention to offer $650 million aggregate principal amount of senior notes due 2030 in a private offering that is exempt from the registration requirements of the Securities Act of 1933, as amended. A copy of the press release is filed as Exhibit 99.1 and incorporated herein by reference. This Current Report on Form 8-K, including Exhibit 99.1, does not constitute an offer to sell or the solicitation of an offer to buy any security and shall not constitute an offer, solicitation or sale of any security in any jurisdiction in which such offering, solicitation or sale would be unlawful. This Current Report on Form 8-K, including Exhibit 99.1, contains "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. These statements are based upon management's current expectations, assumptions and estimates and are not guarantees of timing, future results or performance. These forward-looking statements involve certain risks, uncertainties and other factors that could cause actual results to differ materially from those contemplated in forward-looking statements, as discussed further in the press release attached hereto as Exhibit 99.1.

01 Financial Statements and Exhibits

Item 9.01 Financial Statements and Exhibits. (d) Exhibits. Exhibit Number Description 99.1 Press Release, dated May 20, 2024 104 Cover Page Interactive Data File (embedded within the Inline XBRL document)

SIGNATURES

SIGNATURES Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized. PENNYMAC FINANCIAL SERVICES, INC. Date: May 20, 2024 /s/ Daniel S. Perotti Daniel S. Perotti Senior Managing Director and Chief Financial Officer