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Shalett Lisa M

SEC insider (Form 3/4/5 filer). CIK 0001828587. Director at PennyMac Financial Services, Inc. (PFSI) and 4 other issuers. 2 reported Form 4/5 transactions since Sep 2024; latest on Feb 11, 2026. Located in WESTLAKE VILLAGE, CA.

Companies Shalett Lisa M has filed insider reports for

  • PennyMac Financial Services, Inc. (PFSI): Director
  • Lord Abbett Private Credit Fund S: Director
  • Lord Abbett Flexible Income Fund (LLIAX): Director
  • Lord Abbett Municipal Opportunities Fund (MOALX): Director
  • Lord Abbett Private Credit Fund (N/A): Director
Shalett Lisa M profile photo

Shalett Lisa M

CIK: 0001828587

Transaction Breakdown

Open Market Buys (P)0 (0.0%)

High conviction signal

Open Market Sales (S)0 (0.0%)

Position reduction

Option Exercises (M)0 (0.0%)

Derivative conversions

Awards (A)2 (100.0%)

Compensation grants

Other (G, F, J, C, D, …)0 (0.0%)

Gifts, tax withholding, conversions, dispositions to the issuer and other codes

Companies & Roles (5)

PennyMac Financial Services, Inc. logo
PFSI

PennyMac Financial Services, Inc.

Director
Lord Abbett Private Credit Fund S logo
2041841

Lord Abbett Private Credit Fund S

Director
Lord Abbett Flexible Income Fund logo
LLIAX

Lord Abbett Flexible Income Fund

Director
Lord Abbett Municipal Opportunities Fund logo
MOALX

Lord Abbett Municipal Opportunities Fund

Director
Lord Abbett Private Credit Fund logo
N/A

Lord Abbett Private Credit Fund

Director

Discretionary Trading P&L

Holdings

Transaction History (2 total)

  • PennyMac Financial Services, Inc. logo
    PFSI

    PennyMac Financial Services, Inc.

    Feb 11, 2026
    Award
    Direct
    2K shares-
  • PennyMac Financial Services, Inc. logo
    PFSI

    PennyMac Financial Services, Inc.

    Feb 14, 2025
    Award
    Direct
    1.5K shares-

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