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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

Insider transactions

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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 13, 2024 Filed Jan 18, 2024 01:42 UTC
Kelly Roland ThomasChief Legal Officer and GC
Tax withholdingCommon Stock 2,728 $16.02 $43,702.56
Disclosure

SEC source: 0001214659-24-000882 · marketforms-64317.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: 68,564

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, 2024 Filed Jan 18, 2024 01:43 UTC
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 821 $16.02 $13,152.42
Disclosure

SEC source: 0001214659-24-000885 · marketforms-64316.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,448

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, 2024 Filed Jan 18, 2024 01:42 UTC
Szczepaniak Mark RChief Financial Officer
Tax withholdingCommon Stock 4,241 $16.02 $67,940.82
Disclosure

SEC source: 0001214659-24-000884 · marketforms-64314.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 103,011

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, 2024 Filed Jan 18, 2024 01:42 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
Tax withholdingCommon Stock 3,087 $16.02 $49,453.74
Disclosure

SEC source: 0001214659-24-000883 · marketforms-64315.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 113,280

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
December 15, 2023 Filed Dec 15, 2023 23:28 UTC
Kelly Roland ThomasChief Legal Officer and GC
OtherCommon Stock 747 $10.01 $7,479.71
Disclosure

SEC source: 0001214659-23-016525 · marketforms-63876.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: 71,292

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, 2023 Filed May 22, 2023 10:00 UTC GrantCommon Stock 10,543 $9.01 $94,992.43
Disclosure

SEC source: 0001214659-23-007606 · marketforms-61586.xml · nonDerivative · entry 1

Beckett Dorika M · CIK 0001819565 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,785

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

Read SEC document
May 19, 2023 Filed May 22, 2023 10:00 UTC GrantCommon Stock 10,543 $9.01 $94,992.43
Disclosure

SEC source: 0001214659-23-007605 · marketforms-61587.xml · nonDerivative · entry 1

Pitstick John · CIK 0001412378 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 57,785

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

Read SEC document
May 19, 2023 Filed May 22, 2023 10:00 UTC GrantCommon Stock 10,543 $9.01 $94,992.43
Disclosure

SEC source: 0001214659-23-007604 · marketforms-61588.xml · nonDerivative · entry 1

Schaefer Joy L. · CIK 0001524990 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 37,252

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

Read SEC document
March 24, 2023 Filed Mar 24, 2023 23:00 UTC
Szczepaniak Mark RChief Financial Officer
Disposition to issuerCommon Stock 16,355 $9.13 $149,321.15
Disclosure

SEC source: 0001214659-23-004189 · marketforms-61056.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 107,252

F1 · kind: Sale of common stock to Velocity Financial, Inc. primarily to raise funds to pay additional tax liabilities associated with recent stock vestings.

Read SEC document
March 13, 2023 Filed Mar 13, 2023 20:45 UTC PurchaseCommon Stock 3,000 $8.27 $24,810.00
Disclosure

SEC source: 0001214659-23-003790 · marketforms-60790.xml · nonDerivative · entry 1

Pitstick John · CIK 0001412378 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 47,242

Read SEC document
February 14, 2023 Filed Feb 16, 2023 00:51 UTC
Kelly Roland ThomasChief Legal Officer and GC
Tax withholdingCommon Stock 779 $10.03 $7,813.37
Disclosure

SEC source: 0001214659-23-002612 · marketforms-59513.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 68,840

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, 2023 Filed Feb 16, 2023 00:52 UTC
Szczepaniak Mark RChief Financial Officer
Tax withholdingCommon Stock 1,729 $10.03 $17,341.87
Disclosure

SEC source: 0001214659-23-002614 · marketforms-59511.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 123,607

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, 2023 Filed Feb 16, 2023 00:51 UTC
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 432 $10.03 $4,332.96
Disclosure

SEC source: 0001214659-23-002611 · marketforms-59514.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,269

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, 2023 Filed Feb 16, 2023 00:51 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
Tax withholdingCommon Stock 1,729 $10.03 $17,341.87
Disclosure

SEC source: 0001214659-23-002613 · marketforms-59512.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 113,736

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 15, 2023 Filed Jan 19, 2023 02:22 UTC
Kelly Roland ThomasChief Legal Officer and GC
Tax withholdingCommon Stock 3,458 $10.00 $34,580.00
Disclosure

SEC source: 0001214659-23-000791 · marketforms-58201.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 69,618

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 15, 2023 Filed Jan 19, 2023 02:22 UTC
Tam FionaChief Accounting Officer
Tax withholdingCommon Stock 2,565 $10.00 $25,650.00
Disclosure

SEC source: 0001214659-23-000790 · marketforms-58202.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 36,612

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 15, 2023 Filed Jan 19, 2023 02:58 UTC
Farrar Christopher D.Director · Chief Executive Officer
Tax withholdingCommon Stock 20,748 $10.00 $207,480.00
Disclosure

SEC source: 0001214659-23-000798 · marketforms-58224.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 538,918

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 15, 2023 Filed Jan 19, 2023 02:23 UTC
Szczepaniak Mark RChief Financial Officer
Tax withholdingCommon Stock 6,916 $10.00 $69,160.00
Disclosure

SEC source: 0001214659-23-000793 · marketforms-58205.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 125,336

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 15, 2023 Filed Jan 19, 2023 02:23 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
Tax withholdingCommon Stock 6,916 $10.00 $69,160.00
Disclosure

SEC source: 0001214659-23-000792 · marketforms-58204.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 115,465

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, 2023 Filed Jan 13, 2023 23:21 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantPerformance Stock Units 15,356 $10.00 $153,560.00
Disclosure

SEC source: 0001214659-23-000637 · marketforms-58194.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,077

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 2023, 2024 and 2025 with potential vesting of 0 to 30,712 shares following fiscal year end 2025.

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:21 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantCommon Stock 15,356 $10.00 $153,560.00
Disclosure

SEC source: 0001214659-23-000637 · marketforms-58194.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 57,721

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

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:22 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantPerformance Stock Units 17,325 $10.00 $173,250.00
Disclosure

SEC source: 0001214659-23-000638 · marketforms-58192.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 122,381

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 2023, 2024 and 2025 with potential vesting of 0 to 34,650 shares following fiscal year end 2025.

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:22 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantCommon Stock 17,325 $10.00 $173,250.00
Disclosure

SEC source: 0001214659-23-000638 · marketforms-58192.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 105,056

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

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:22 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantPerformance Stock Units 70,875 $10.00 $708,750.00
Disclosure

SEC source: 0001214659-23-000639 · marketforms-58186.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 356,750

F3 · 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 2023, 2024 and 2025 with potential vesting of 0 to 141,750 shares following fiscal year end 2025.

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:22 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantCommon Stock 70,875 $10.00 $708,750.00
Disclosure

SEC source: 0001214659-23-000639 · marketforms-58186.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 285,875

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

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:21 UTC
Szczepaniak Mark RChief Financial Officer
GrantPerformance Stock Units 21,656 $10.00 $216,560.00
Disclosure

SEC source: 0001214659-23-000636 · marketforms-58191.xml · nonDerivative · entry 2

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 132,252

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 2023, 2024 and 2025 with potential vesting of 0 to 43,312 shares following fiscal year end 2025.

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:21 UTC
Szczepaniak Mark RChief Financial Officer
GrantCommon Stock 21,656 $10.00 $216,560.00
Disclosure

SEC source: 0001214659-23-000636 · marketforms-58191.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 110,596

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

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:21 UTC
Tam FionaChief Accounting Officer
GrantPerformance Stock Units 4,800 $10.00 $48,000.00
Disclosure

SEC source: 0001214659-23-000635 · marketforms-58195.xml · nonDerivative · entry 2

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 39,266

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 2023, 2024 and 2025 with potential vesting of 0 to 9,600 shares following fiscal year end 2025.

Read SEC document
January 13, 2023 Filed Jan 13, 2023 23:21 UTC
Tam FionaChief Accounting Officer
GrantCommon Stock 4,800 $10.00 $48,000.00
Disclosure

SEC source: 0001214659-23-000635 · marketforms-58195.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,466

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

Read SEC document
December 30, 2022 Filed Dec 31, 2022 00:43 UTC
Kelly Roland ThomasChief Legal Officer and GC
OtherCommon Stock 2,210 $8.20 $18,128.63
Disclosure

SEC source: 0001214659-22-015550 · marketforms-58032.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 42,365

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

Read SEC document
December 30, 2022 Filed Dec 31, 2022 00:43 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
OtherCommon Stock 384 $8.20 $3,149.95
Disclosure

SEC source: 0001214659-22-015549 · marketforms-58033.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,731

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

Read SEC document
December 30, 2022 Filed Dec 31, 2022 00:42 UTC
Tam FionaChief Accounting Officer
OtherCommon Stock 2,194 $8.20 $17,997.38
Disclosure

SEC source: 0001214659-22-015548 · marketforms-58034.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,666

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

Read SEC document
December 30, 2022 Filed Jun 30, 2023 22:46 UTC
Kelly Roland ThomasChief Legal Officer and GC
OtherCommon Stock 1,705 $8.08 $13,767.88
Disclosure

SEC source: 0001214659-23-009060 · marketforms-62013.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: 70,545

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

Read SEC document
December 30, 2022 Filed Jun 30, 2023 22:46 UTC
Farrar Christopher D.Director · Chief Executive Officer
OtherCommon Stock 2,631 $8.08 $21,245.33
Disclosure

SEC source: 0001214659-23-009058 · marketforms-62014.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 284,381

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

Read SEC document
December 30, 2022 Filed Jun 30, 2023 22:46 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
OtherCommon Stock 2,631 $8.08 $21,245.33
Disclosure

SEC source: 0001214659-23-009059 · marketforms-62015.xml · nonDerivative · entry 1

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

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 116,367

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, 2022 Filed May 19, 2022 23:41 UTC GrantCommon Stock 10,405 $9.13 $94,997.65
Disclosure

SEC source: 0001214659-22-007233 · marketforms-56295.xml · nonDerivative · entry 1

Beckett Dorika M · CIK 0001819565 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 19,242

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

Read SEC document
May 19, 2022 Filed May 19, 2022 23:41 UTC GrantCommon Stock 10,405 $9.13 $94,997.65
Disclosure

SEC source: 0001214659-22-007232 · marketforms-56296.xml · nonDerivative · entry 1

Pitstick John · CIK 0001412378 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 44,242

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

Read SEC document
May 19, 2022 Filed May 19, 2022 23:40 UTC GrantCommon Stock 10,405 $9.13 $94,997.65
Disclosure

SEC source: 0001214659-22-007231 · marketforms-56297.xml · nonDerivative · entry 1

Schaefer Joy L. · CIK 0001524990 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,709

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

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:20 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantPerformance Stock Units 6,750 $12.63 $85,252.50
Disclosure

SEC source: 0001214659-22-002823 · marketforms-55440.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 40,155

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 2022, 2023 and 2024 with potential vesting of 0 to 13,500 shares following fiscal year end 2024.

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:20 UTC
Kelly Roland ThomasChief Legal Officer and GC
GrantCommon Stock 6,750 $12.63 $85,252.50
Disclosure

SEC source: 0001214659-22-002823 · marketforms-55440.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,405

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

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:21 UTC
Szczepaniak Mark RChief Financial Officer
GrantPerformance Stock Units 15,000 $12.63 $189,450.00
Disclosure

SEC source: 0001214659-22-002826 · marketforms-55439.xml · nonDerivative · entry 2

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 88,940

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 2022, 2023 and 2024 with potential vesting of 0 to 30,000 shares following fiscal year end 2024.

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:21 UTC
Szczepaniak Mark RChief Financial Officer
GrantCommon Stock 15,000 $12.63 $189,450.00
Disclosure

SEC source: 0001214659-22-002826 · marketforms-55439.xml · nonDerivative · entry 1

Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 73,940

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

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:21 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantPerformance Stock Units 15,000 $12.63 $189,450.00
Disclosure

SEC source: 0001214659-22-002827 · marketforms-55428.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 87,347

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 2022, 2023 and 2024 with potential vesting of 0 to 30,000 shares following fiscal year end 2024.

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:21 UTC
Taylor Jeffrey T.Executive VP, Capital Markets
GrantCommon Stock 15,000 $12.63 $189,450.00
Disclosure

SEC source: 0001214659-22-002827 · marketforms-55428.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,347

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

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:21 UTC
Oltmann Christopher JCorporate Treasurer
GrantPerformance Stock Units 3,750 $12.63 $47,362.50
Disclosure

SEC source: 0001214659-22-002825 · marketforms-55442.xml · nonDerivative · entry 2

Oltmann Christopher J · CIK 0001794793 · Corporate Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,718

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 2022, 2023 and 2024 with potential vesting of 0 to 7,500 shares following fiscal year end 2024.

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:21 UTC
Oltmann Christopher JCorporate Treasurer
GrantCommon Stock 3,750 $12.63 $47,362.50
Disclosure

SEC source: 0001214659-22-002825 · marketforms-55442.xml · nonDerivative · entry 1

Oltmann Christopher J · CIK 0001794793 · Corporate Treasurer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,968

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

Read SEC document
February 14, 2022 Filed Feb 16, 2022 21:20 UTC
Tam FionaChief Accounting Officer
GrantPerformance Stock Units 3,750 $12.63 $47,362.50
Disclosure

SEC source: 0001214659-22-002822 · marketforms-55443.xml · nonDerivative · entry 2

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,472

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 2022, 2023 and 2024 with potential vesting of 0 to 7,500 shares following fiscal year end 2024.

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February 14, 2022 Filed Feb 16, 2022 21:20 UTC
Tam FionaChief Accounting Officer
GrantCommon Stock 3,750 $12.63 $47,362.50
Disclosure

SEC source: 0001214659-22-002822 · marketforms-55443.xml · nonDerivative · entry 1

Tam Fiona · CIK 0001911775 · Chief Accounting Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,722

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

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February 14, 2022 Filed Feb 16, 2022 21:20 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantPerformance Stock Units 45,000 $12.63 $568,350.00
Disclosure

SEC source: 0001214659-22-002824 · marketforms-55427.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 275,000

F3 · 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 2022, 2023 and 2024 with potential vesting of 0 to 90,000 shares following fiscal year end 2024.

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February 14, 2022 Filed Feb 16, 2022 21:20 UTC
Farrar Christopher D.Director · Chief Executive Officer
GrantCommon Stock 45,000 $12.63 $568,350.00
Disclosure

SEC source: 0001214659-22-002824 · marketforms-55427.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 230,000

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

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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.