Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | See Remarks | January 15, 2021 | January 19, 2021 |
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 January 15, 2021 · Filed January 19, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 30,100 |
Reported balance
After 2021-01-15 transaction · row 1
1 source rowRow 1 · 2021-01-15 · Grant · Acquired 30,000 · Balance 30,100 |
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 |
|---|---|---|---|---|---|---|
| January 15, 2021 Filed Jan 19, 2021 22:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 30,000 | $7.04 | $211,200.00 |
DisclosureSEC source: 0001214659-21-000622 · marketforms-50960.xml · nonDerivative · entry 1 Comley Graham M · CIK 0001794794 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,100 Read SEC document |
| May 19, 2020 Filed May 22, 2020 23:29 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 4,000 | $2.56 | $10,240.00 |
DisclosureSEC source: 0000899243-20-014085 · doc4.xml · nonDerivative · entry 1 Comley Graham M · CIK 0001794794 · See Remarks 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,000 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.