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NYSE · USD

VEL

Velocity Financial, Inc.

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Tapewire entity
5207
SEC CIK
0001692376
Parsed reports
201

Last 12 months

Inside the activity.

0 purchase rows · 29 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 202501
Dec 202505
Jan 202602
Feb 202602
Mar 202604
Apr 202602
May 202601
Jun 202601
Jul 202604
Aug 202605
Sep 202602
Oct 202600

Latest available

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 21, 2025 Filed Jan 21, 2025 22:14 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantCommon Stock 13,283 $18.82 $249,986.06
Disclosure

SEC source: 0001214659-25-001077 · marketforms-67901.xml · nonDerivative · entry 1

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 97,076

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:15 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantPerformance Stock Units 77,045 $18.82 $1,449,986.90
Disclosure

SEC source: 0001214659-25-001080 · marketforms-67897.xml · nonDerivative · entry 2

Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 654,082

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2025, 2026 and 2027 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2027.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:15 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantCommon Stock 77,045 $18.82 $1,449,986.90
Disclosure

SEC source: 0001214659-25-001080 · marketforms-67897.xml · nonDerivative · entry 1

Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 577,037

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:15 UTC
Szczepaniak Mark RChief Financial Officer
GrantPerformance Stock Units 18,597 $18.82 $349,995.54
Disclosure

SEC source: 0001214659-25-001079 · marketforms-67898.xml · nonDerivative · entry 2

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 170,987

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2025, 2026 and 2027 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2027.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:15 UTC
Szczepaniak Mark RChief Financial Officer
GrantCommon Stock 18,597 $18.82 $349,995.54
Disclosure

SEC source: 0001214659-25-001079 · marketforms-67898.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 152,390

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:15 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantPerformance Stock Units 18,597 $18.82 $349,995.54
Disclosure

SEC source: 0001214659-25-001078 · marketforms-67900.xml · nonDerivative · entry 2

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 177,812

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2025, 2026 and 2027 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2027.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:15 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantCommon Stock 18,597 $18.82 $349,995.54
Disclosure

SEC source: 0001214659-25-001078 · marketforms-67900.xml · nonDerivative · entry 1

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 159,215

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:14 UTC
Tam FionaChief Accounting Officer
GrantPerformance Stock Units 3,188 $18.82 $59,998.16
Disclosure

SEC source: 0001214659-25-001076 · marketforms-67902.xml · nonDerivative · entry 2

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,428

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2025, 2026 and 2027 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2027.

Read SEC document
January 21, 2025 Filed Jan 21, 2025 22:14 UTC
Tam FionaChief Accounting Officer
GrantCommon Stock 3,188 $18.82 $59,998.16
Disclosure

SEC source: 0001214659-25-001076 · marketforms-67902.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 41,240

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:28 UTC
Kelly Roland ThomasChief Legal Officer and GC
Tax withholdingCommon Stock 7,370 $18.82 $138,703.40
Disclosure

SEC source: 0001214659-25-001192 · marketforms-67907.xml · nonDerivative · entry 2

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 109,739

F2 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:28 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantCommon Stock 6,750 $0.00 $0.00
Disclosure

SEC source: 0001214659-25-001192 · marketforms-67907.xml · nonDerivative · entry 1

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 117,109

F1 · kind: Acquisition of shares of common stock upon vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:29 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantCommon Stock 45,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-25-001196 · marketforms-67903.xml · nonDerivative · entry 1

Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 699,082

F1 · kind: Acquisition of shares of common stock upon vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:29 UTC
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 3,564 $18.82 $67,074.48
Disclosure

SEC source: 0001214659-25-001195 · marketforms-67908.xml · nonDerivative · entry 2

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 44,614

F2 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:29 UTC
Tam FionaChief Accounting Officer
GrantCommon Stock 3,750 $0.00 $0.00
Disclosure

SEC source: 0001214659-25-001195 · marketforms-67908.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 48,178

F1 · kind: Acquisition of shares of common stock upon vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:28 UTC
Szczepaniak Mark RChief Financial Officer
Tax withholdingCommon Stock 16,177 $18.82 $304,451.14
Disclosure

SEC source: 0001214659-25-001194 · marketforms-67905.xml · nonDerivative · entry 2

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 169,810

F2 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:28 UTC
Szczepaniak Mark RChief Financial Officer
GrantCommon Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-25-001194 · marketforms-67905.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 185,987

F1 · kind: Acquisition of shares of common stock upon vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:28 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
Tax withholdingCommon Stock 16,583 $18.82 $312,092.06
Disclosure

SEC source: 0001214659-25-001193 · marketforms-67906.xml · nonDerivative · entry 2

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 176,229

F2 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted performance stock units.

Read SEC document
January 21, 2025 Filed Jan 23, 2025 16:28 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantCommon Stock 15,000 $0.00 $0.00
Disclosure

SEC source: 0001214659-25-001193 · marketforms-67906.xml · nonDerivative · entry 1

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 192,812

F1 · kind: Acquisition of shares of common stock upon vesting of previously granted performance stock units.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 20:37 UTC
Kelly Roland ThomasChief Legal Officer and GC
Tax withholdingCommon Stock 3,013 $18.72 $56,403.36
Disclosure

SEC source: 0001214659-25-000655 · marketforms-67837.xml · nonDerivative · entry 1

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,793

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 22:39 UTC Amendment
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 742 $18.72 $13,890.24
Disclosure

SEC source: 0001214659-25-000752 · marketforms-67870.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,052

Read SEC document
January 13, 2025 Filed Jan 15, 2025 20:37 UTC
Szczepaniak Mark RChief Financial Officer
Tax withholdingCommon Stock 4,270 $18.72 $79,934.40
Disclosure

SEC source: 0001214659-25-000657 · marketforms-67838.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 133,792

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 20:37 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
Tax withholdingCommon Stock 3,343 $18.72 $62,580.96
Disclosure

SEC source: 0001214659-25-000656 · marketforms-67839.xml · nonDerivative · entry 1

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,618

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
January 13, 2025 Filed Jan 15, 2025 20:36 UTC
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 916 $18.72 $17,147.52
Disclosure

SEC source: 0001214659-25-000654 · marketforms-67840.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,878

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
June 28, 2024 Filed Jul 1, 2024 16:29 UTC
Kelly Roland ThomasChief Legal Officer and GC
OtherCommon Stock 1,583 $13.42 $21,247.03
Disclosure

SEC source: 0001214659-24-011669 · marketforms-66451.xml · nonDerivative · entry 1

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,806

F1 · kind: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c).

Read SEC document
June 28, 2024 Filed Jul 1, 2024 16:29 UTC
Farrar Christopher D.Director · Chief Executive Officer
OtherCommon Stock 1,583 $13.42 $21,247.03
Disclosure

SEC source: 0001214659-24-011668 · marketforms-66452.xml · nonDerivative · entry 1

Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 564,020

F1 · kind: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c).

Read SEC document
May 19, 2024 Filed May 21, 2024 16:52 UTC Disposition to issuerCommon Stock 4,964 $17.88 $88,756.32
Disclosure

SEC source: 0001214659-24-009666 · marketforms-65996.xml · nonDerivative · entry 2

Beckett Dorika M · CIK 0001819565 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,785

Read SEC document
May 19, 2024 Filed May 21, 2024 16:52 UTC Disposition to issuerCommon Stock 4,964 $17.88 $88,756.32
Disclosure

SEC source: 0001214659-24-009665 · marketforms-65997.xml · nonDerivative · entry 2

Pitstick John · CIK 0001412378 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 58,134

Read SEC document
May 19, 2024 Filed May 21, 2024 16:52 UTC Disposition to issuerCommon Stock 4,964 $17.88 $88,756.32
Disclosure

SEC source: 0001214659-24-009664 · marketforms-65999.xml · nonDerivative · entry 2

Schaefer Joy L. · CIK 0001524990 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,601

Read SEC document
May 17, 2024 Filed May 21, 2024 16:52 UTC GrantCommon Stock 5,313 $17.88 $94,996.44
Disclosure

SEC source: 0001214659-24-009666 · marketforms-65996.xml · nonDerivative · entry 1

Beckett Dorika M · CIK 0001819565 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,098

F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors.

Read SEC document
May 17, 2024 Filed May 21, 2024 16:52 UTC GrantCommon Stock 5,313 $17.88 $94,996.44
Disclosure

SEC source: 0001214659-24-009665 · marketforms-65997.xml · nonDerivative · entry 1

Pitstick John · CIK 0001412378 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 63,098

F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors.

Read SEC document
May 17, 2024 Filed May 21, 2024 16:52 UTC GrantCommon Stock 5,313 $17.88 $94,996.44
Disclosure

SEC source: 0001214659-24-009664 · marketforms-65999.xml · nonDerivative · entry 1

Schaefer Joy L. · CIK 0001524990 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,565

F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 17:50 UTC
Kelly Roland ThomasChief Legal Officer and GC
Tax withholdingCommon Stock 1,203 $16.01 $19,260.03
Disclosure

SEC source: 0001214659-24-003007 · marketforms-64756.xml · nonDerivative · entry 1

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,223

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 17:50 UTC
Szczepaniak Mark RChief Financial Officer
Tax withholdingCommon Stock 2,673 $16.01 $42,794.73
Disclosure

SEC source: 0001214659-24-003009 · marketforms-64754.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 138,062

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 17:50 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
Tax withholdingCommon Stock 2,859 $16.01 $45,772.59
Disclosure

SEC source: 0001214659-24-003008 · marketforms-64755.xml · nonDerivative · entry 1

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 143,961

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
February 14, 2024 Filed Feb 16, 2024 17:50 UTC
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 575 $16.01 $9,205.75
Disclosure

SEC source: 0001214659-24-003006 · marketforms-64757.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 38,794

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:40 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantOption - Right to Buy · Derivative 100 $0.00 Strike: $15.86 $0.00
Disclosure

SEC source: 0001214659-24-001185 · marketforms-64374.xml · derivative · entry 3

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 100

Underlying: Common Stock · 100 shares

Expires 2034-01-23

F3 · derivative.exercise_date: Acquisition of options subject to annual vesting ratably over three years from grant date.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:40 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantPerformance Stock Units 11,834 $15.86 $187,687.24
Disclosure

SEC source: 0001214659-24-001185 · marketforms-64374.xml · nonDerivative · entry 2

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 86,426

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2024, 2025 and 2026 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2026.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:40 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantCommon Stock 11,834 $15.86 $187,687.24
Disclosure

SEC source: 0001214659-24-001185 · marketforms-64374.xml · nonDerivative · entry 1

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 74,592

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:40 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantPerformance Stock Units 69,514 $15.86 $1,102,492.04
Disclosure

SEC source: 0001214659-24-001184 · marketforms-64489.xml · nonDerivative · entry 2

Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 680,577

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2024, 2025 and 2026 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2026.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:40 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantCommon Stock 69,514 $15.86 $1,102,492.04
Disclosure

SEC source: 0001214659-24-001184 · marketforms-64489.xml · nonDerivative · entry 1

Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 611,063

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:39 UTC
Szczepaniak Mark RChief Financial Officer
GrantPerformance Stock Units 24,205 $15.86 $383,891.30
Disclosure

SEC source: 0001214659-24-001183 · marketforms-64490.xml · nonDerivative · entry 2

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,735

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2024, 2025 and 2026 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2026.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:39 UTC
Szczepaniak Mark RChief Financial Officer
GrantCommon Stock 24,205 $15.86 $383,891.30
Disclosure

SEC source: 0001214659-24-001183 · marketforms-64490.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,530

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:39 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantPerformance Stock Units 22,343 $15.86 $354,359.98
Disclosure

SEC source: 0001214659-24-001182 · marketforms-64491.xml · nonDerivative · entry 2

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 146,820

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2024, 2025 and 2026 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2026.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:39 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantCommon Stock 22,343 $15.86 $354,359.98
Disclosure

SEC source: 0001214659-24-001182 · marketforms-64491.xml · nonDerivative · entry 1

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 124,477

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:39 UTC
Tam FionaChief Accounting Officer
GrantPerformance Stock Units 3,783 $15.86 $59,998.38
Disclosure

SEC source: 0001214659-24-001181 · marketforms-64492.xml · nonDerivative · entry 2

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 39,369

F2 · kind: Grant of Performance Stock Units. Under the terms of the grant, 100% of the PSUs are subject to forfeiture based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2024, 2025 and 2026 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2026.

Read SEC document
January 23, 2024 Filed Jan 25, 2024 20:39 UTC
Tam FionaChief Accounting Officer
GrantCommon Stock 3,783 $15.86 $59,998.38
Disclosure

SEC source: 0001214659-24-001181 · marketforms-64492.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,586

F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.

Read SEC document
January 15, 2024 Filed Jan 18, 2024 01:42 UTC
Kelly Roland ThomasChief Legal Officer and GC
Tax withholdingCommon Stock 5,806 $16.02 $93,012.12
Disclosure

SEC source: 0001214659-24-000882 · marketforms-64317.xml · nonDerivative · entry 2

Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 62,758

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

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January 15, 2024 Filed Jan 18, 2024 01:43 UTC
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 3,645 $16.02 $58,392.90
Disclosure

SEC source: 0001214659-24-000885 · marketforms-64316.xml · nonDerivative · entry 2

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 31,803

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

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January 15, 2024 Filed Jan 18, 2024 01:42 UTC
Szczepaniak Mark RChief Financial Officer
Tax withholdingCommon Stock 10,686 $16.02 $171,189.72
Disclosure

SEC source: 0001214659-24-000884 · marketforms-64314.xml · nonDerivative · entry 2

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 92,325

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

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January 15, 2024 Filed Jan 18, 2024 01:42 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
Tax withholdingCommon Stock 11,146 $16.02 $178,558.92
Disclosure

SEC source: 0001214659-24-000883 · marketforms-64315.xml · nonDerivative · entry 2

Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 102,134

F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted restricted stock.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.