Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | See below | 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 | 32,222 |
Reported balance
After 2021-01-15 transaction · row 1
1 source rowRow 1 · 2021-01-15 · Grant · Acquired 30,000 · Balance 32,222 |
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: 0001214659-21-000624 · marketforms-50961.xml · nonDerivative · entry 1 Cowell Joseph A · CIK 0001794796 · See below 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,222 Read SEC document |
| May 19, 2020 Filed May 22, 2020 23:25 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 1,500 | $2.77 | $4,155.00 |
DisclosureSEC source: 0000899243-20-014082 · doc4.xml · nonDerivative · entry 1 Cowell Joseph A · CIK 0001794796 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,222 Read SEC document |
| January 24, 2020 Filed Jan 28, 2020 01:40 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 722 | $13.77 | $9,941.94 |
DisclosureSEC source: 0000899243-20-002100 · doc4.xml · nonDerivative · entry 1 Cowell Joseph A · CIK 0001794796 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 722 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $13.75 to $13.78, inclusive. The reporting person undertakes to provide the Issuer, any securityholder of the Issuer or the staff of the Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price within the ranges set forth in footnote (1) to this Form 4. Read SEC document |
| January 16, 2020 Filed Jan 28, 2020 01:40 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantStock Options (Right to Buy) · Derivative | 75,000 | $0.00 Strike: $13.00 | $0.00 |
DisclosureSEC source: 0000899243-20-002100 · doc4.xml · derivative · entry 2 Cowell Joseph A · CIK 0001794796 · Chief Operating Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 75,000 Underlying: Common Stock · 75,000 shares Expires 2030-01-16 F2 · 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. F3 · 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.