Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | Chief Legal Officer and GC | September 01, 2026 | September 01, 2026 |
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 September 01, 2026 · Filed September 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 98,139 |
Reported balance
After 2026-09-01 transaction · row 1
1 source rowRow 1 · 2026-09-01 · Sale · Disposed 1,600 · Balance 98,139 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.00. 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. |
Filing footnotes · ownership attribution and instrument terms
F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.00. 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.
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 |
|---|---|---|---|---|---|---|
| September 01, 2026 Filed Sep 1, 2026 23:19 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,600 | $18.00 | $28,800.00 |
DisclosureSEC source: 0001214659-26-011307 · marketforms-73922.xml · nonDerivative · entry 1 Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,139 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.00. 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 |
| August 06, 2026 Filed Aug 6, 2026 20:41 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,600 | $18.00 | $28,800.00 |
DisclosureSEC source: 0001214659-26-009736 · marketforms-73742.xml · nonDerivative · entry 1 Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 95,794 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.355 to $18.72. 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 |
| July 01, 2026 Filed Jul 6, 2026 15:50 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,600 | $18.57 | $29,709.60 |
DisclosureSEC source: 0001214659-26-008195 · marketforms-73554.xml · nonDerivative · entry 1 Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,252 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.355 to $18.72. 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 |
| June 30, 2026 Filed Jun 30, 2026 21:58 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 858 | $18.46 | $15,838.68 |
DisclosureSEC source: 0001214659-26-007965 · marketforms-73513.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: 99,852 F1 · kind: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c). Read SEC document |
| March 31, 2026 Filed Mar 31, 2026 21:21 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 814 | $18.22 | $14,827.58 |
DisclosureSEC source: 0001214659-26-004132 · marketforms-72818.xml · nonDerivative · entry 2 Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 98,994 F2 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.19 to $18.305. 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 |
| March 30, 2026 Filed Mar 31, 2026 21:21 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 14,026 | $18.03 | $252,943.48 |
DisclosureSEC source: 0001214659-26-004132 · marketforms-72818.xml · nonDerivative · entry 1 Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 99,808 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.13. 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 |
| March 17, 2026 Filed Mar 18, 2026 21:26 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 5,160 | $18.06 | $93,213.85 |
DisclosureSEC source: 0001214659-26-003456 · marketforms-72600.xml · nonDerivative · entry 1 Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 113,934 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.00 to $18.16. 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 28, 2026 Filed Jan 29, 2026 18:08 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 16,170 | $20.22 | $326,957.40 |
DisclosureSEC source: 0001214659-26-000942 · marketforms-71955.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: 118,994 F1 · kind: Shares withheld and retained by Velocity as payment for tax liabilities resulting from the vesting of previously granted PSUs. Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 00:12 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 1,416 | $19.39 | $27,456.24 |
DisclosureSEC source: 0001214659-26-000844 · marketforms-71945.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: 123,753 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 21, 2026 Filed Jan 22, 2026 22:32 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 1,752 | $19.53 | $34,216.56 |
DisclosureSEC source: 0001214659-26-000750 · marketforms-71929.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: 125,169 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, 2026 Filed Jan 16, 2026 19:50 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 14,030 | $19.60 | $274,988.00 |
DisclosureSEC source: 0001214659-26-000543 · marketforms-71879.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: 126,921 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 2026, 2027 and 2028 with potential vesting of 0 to 200% of the granted PSUs following fiscal year end 2028. Read SEC document |
| January 15, 2026 Filed Jan 16, 2026 19:50 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 14,030 | $19.60 | $274,988.00 |
DisclosureSEC source: 0001214659-26-000543 · marketforms-71879.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: 112,891 F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date. Read SEC document |
| January 13, 2026 Filed Jan 15, 2026 20:06 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 2,109 | $18.70 | $39,438.30 |
DisclosureSEC source: 0001214659-26-000501 · marketforms-71871.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: 98,861 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 02, 2025 Filed Dec 2, 2025 21:52 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 6,655 | $19.38 | $128,965.25 |
DisclosureSEC source: 0001214659-25-017511 · marketforms-71425.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: 100,970 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.31 to $19.45. 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 |
| June 30, 2025 Filed Jun 30, 2025 22:20 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 1,204 | $15.76 | $18,973.84 |
DisclosureSEC source: 0001214659-25-009850 · marketforms-70012.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: 107,625 F1 · kind: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c). Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 15:54 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 1,205 | $18.56 | $22,364.80 |
DisclosureSEC source: 0001214659-25-003021 · marketforms-68227.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: 106,421 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, 2025 Filed Jan 24, 2025 23:36 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 2,113 | $18.42 | $38,921.46 |
DisclosureSEC source: 0001214659-25-001340 · marketforms-67921.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: 107,626 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 21, 2025 Filed Jan 21, 2025 22:14 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 13,283 | $18.82 | $249,986.06 |
DisclosureSEC source: 0001214659-25-001077 · marketforms-67901.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: 110,359 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 13,283 | $18.82 | $249,986.06 |
DisclosureSEC 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 23, 2025 16:28 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 7,370 | $18.82 | $138,703.40 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 6,750 | $0.00 | $0.00 |
DisclosureSEC 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 13, 2025 Filed Jan 15, 2025 20:37 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 3,013 | $18.72 | $56,403.36 |
DisclosureSEC 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 |
| June 28, 2024 Filed Jul 1, 2024 16:29 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 1,583 | $13.42 | $21,247.03 |
DisclosureSEC 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 |
| February 14, 2024 Filed Feb 16, 2024 17:50 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 1,203 | $16.01 | $19,260.03 |
DisclosureSEC 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 |
| January 23, 2024 Filed Jan 25, 2024 20:40 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantOption - Right to Buy · Derivative | 100 | $0.00 Strike: $15.86 | $0.00 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 11,834 | $15.86 | $187,687.24 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 11,834 | $15.86 | $187,687.24 |
DisclosureSEC 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 15, 2024 Filed Jan 18, 2024 01:42 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 5,806 | $16.02 | $93,012.12 |
DisclosureSEC 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. Read SEC document |
| January 13, 2024 Filed Jan 18, 2024 01:42 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 2,728 | $16.02 | $43,702.56 |
DisclosureSEC 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 |
| December 15, 2023 Filed Dec 15, 2023 23:28 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 747 | $10.01 | $7,479.71 |
DisclosureSEC 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 |
| February 14, 2023 Filed Feb 16, 2023 00:51 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 779 | $10.03 | $7,813.37 |
DisclosureSEC 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 |
| January 15, 2023 Filed Jan 19, 2023 02:22 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 3,458 | $10.00 | $34,580.00 |
DisclosureSEC 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 13, 2023 Filed Jan 13, 2023 23:21 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 15,356 | $10.00 | $153,560.00 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 15,356 | $10.00 | $153,560.00 |
DisclosureSEC 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 |
| December 30, 2022 Filed Dec 31, 2022 00:43 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 2,210 | $8.20 | $18,128.63 |
DisclosureSEC 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 Jun 30, 2023 22:46 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 1,705 | $8.08 | $13,767.88 |
DisclosureSEC 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 |
| February 14, 2022 Filed Feb 16, 2022 21:20 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 6,750 | $12.63 | $85,252.50 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 6,750 | $12.63 | $85,252.50 |
DisclosureSEC 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 |
| January 15, 2022 Filed Jan 20, 2022 01:33 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 3,445 | $13.61 | $46,886.45 |
DisclosureSEC source: 0001214659-22-000911 · marketforms-55102.xml · nonDerivative · entry 1 Kelly Roland Thomas · CIK 0001817058 · Chief Legal Officer and GC 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,655 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 | 30,000 | $7.04 | $211,200.00 |
DisclosureSEC source: 0001214659-21-000626 · marketforms-50957.xml · nonDerivative · entry 1 Kelly Roland Thomas · CIK 0001817058 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 30,100 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.