Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | Corporate Treasurer | February 14, 2022 | February 16, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Velocity Financial, Inc.
Report date February 14, 2022 · Filed February 16, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 22,968 |
Reported balance
After 2022-02-14 transaction · row 1
1 source rowRow 1 · 2022-02-14 · Grant · Acquired 3,750 · Balance 22,968 F1: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date. |
| Performance Stock UnitsSEC Table I · non-derivative | Direct | 26,718 |
Reported balance
After 2022-02-14 transaction · row 2
1 source rowRow 2 · 2022-02-14 · Grant · Acquired 3,750 · Balance 26,718 F2: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date.
F2: 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.
Transaction history
JSON APIPurchases/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 date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 14, 2022 Filed Feb 16, 2022 21:21 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 3,750 | $12.63 | $47,362.50 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 3,750 | $12.63 | $47,362.50 |
DisclosureSEC 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 |
| January 15, 2022 Filed Jan 20, 2022 01:33 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 2,532 | $13.61 | $34,460.52 |
DisclosureSEC source: 0001214659-22-000910 · marketforms-55105.xml · nonDerivative · entry 1 Oltmann Christopher J · CIK 0001794793 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,218 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, 2021 Filed Jan 19, 2021 22:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 20,000 | $7.04 | $140,800.00 |
DisclosureSEC source: 0001214659-21-000623 · marketforms-50962.xml · nonDerivative · entry 1 Oltmann Christopher J · CIK 0001794793 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,750 Read SEC document |
| May 21, 2020 Filed May 22, 2020 23:30 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 1,000 | $3.37 | $3,370.00 |
DisclosureSEC source: 0000899243-20-014086 · doc4.xml · nonDerivative · entry 1 Oltmann Christopher J · CIK 0001794793 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,750 Read SEC document |
| January 24, 2020 Filed Jan 24, 2020 23:32 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 750 | $13.91 | $10,432.50 |
DisclosureSEC source: 0000899243-20-001992 · doc4.xml · nonDerivative · entry 1 Oltmann Christopher J · CIK 0001794793 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 750 Read SEC document |
| January 16, 2020 Filed Jan 24, 2020 23:32 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantStock Options (Right to Buy) · Derivative | 10,000 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0000899243-20-001992 · doc4.xml · derivative · entry 2 Oltmann Christopher J · CIK 0001794793 · Chief Accounting Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,000 Underlying: Common Stock · 10,000 shares Expires 2030-01-16 F1 · kind: Represents stock options previously granted to the reporting person on Janaury 16, 2020. These stock options were already reflected on the reporting person's previously filed Form 3. F2 · derivative.exercise_date: These options vest in three equal installments on the first three anniversaries of the grant date, subject to continued service on the vesting date. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.