Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | Executive VP, Capital Markets | August 11, 2026 | August 11, 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 August 11, 2026 · Filed August 11, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 172,490 |
Reported balance
After 2026-08-11 transaction · row 1
1 source rowRow 1 · 2026-08-11 · Sale · Disposed 4,330 · Balance 172,490 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.00 to $19.19. 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 $19.00 to $19.19. 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 |
|---|---|---|---|---|---|---|
| August 11, 2026 Filed Aug 11, 2026 23:56 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 4,330 | $19.06 | $82,529.80 |
DisclosureSEC source: 0001214659-26-009936 · marketforms-73755.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 172,490 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.00 to $19.19. 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 07, 2026 Filed Jul 9, 2026 16:30 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 2,165 | $19.00 | $41,135.00 |
DisclosureSEC source: 0001214659-26-008372 · marketforms-73596.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 176,820 F1 · kind: Shares sold pursuant to a plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) adopted on March 20, 2026. Read SEC document |
| April 17, 2026 Filed Apr 17, 2026 21:51 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 2,130 | $20.00 | $42,600.00 |
DisclosureSEC source: 0001214659-26-004819 · marketforms-72949.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 178,985 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.00. 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 |
| February 02, 2026 Filed Feb 2, 2026 23:41 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,772 | $20.33 | $36,024.76 |
DisclosureSEC source: 0001214659-26-001077 · marketforms-71977.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 181,115 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.33 to $20.33. 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 18:07 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 18,575 | $20.22 | $375,586.50 |
DisclosureSEC source: 0001214659-26-000939 · marketforms-71954.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 182,887 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 26, 2026 Filed Jan 27, 2026 00:16 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,770 | $20.00 | $35,400.00 |
DisclosureSEC source: 0001214659-26-000848 · marketforms-71947.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 184,137 Read SEC document |
| January 23, 2026 Filed Jan 27, 2026 00:12 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 4,140 | $19.39 | $80,274.60 |
DisclosureSEC source: 0001214659-26-000845 · marketforms-71944.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,907 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 22:33 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 3,430 | $19.53 | $66,987.90 |
DisclosureSEC source: 0001214659-26-000751 · marketforms-71928.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190,047 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 | 19,132 | $19.60 | $374,987.20 |
DisclosureSEC source: 0001214659-26-000542 · marketforms-71878.xml · nonDerivative · entry 2 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 193,477 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 | 19,132 | $19.60 | $374,987.20 |
DisclosureSEC source: 0001214659-26-000542 · marketforms-71878.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 174,345 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 | 3,459 | $18.70 | $64,683.30 |
DisclosureSEC source: 0001214659-26-000502 · marketforms-71870.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 155,213 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 31, 2025 Filed Jan 2, 2026 15:59 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 3,049 | $20.13 | $61,387.96 |
DisclosureSEC source: 0001214659-26-000007 · marketforms-71758.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 158,672 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.27, 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 |
| December 16, 2025 Filed Dec 16, 2025 22:34 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 7,571 | $20.03 | $151,646.37 |
DisclosureSEC source: 0001214659-25-018090 · marketforms-71594.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 161,721 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.00 to $20.15, 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 |
| February 14, 2025 Filed Feb 19, 2025 15:53 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 2,872 | $18.56 | $53,304.32 |
DisclosureSEC source: 0001214659-25-003019 · marketforms-68230.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,292 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 23:37 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 4,065 | $18.42 | $74,877.30 |
DisclosureSEC source: 0001214659-25-001341 · marketforms-67920.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 172,164 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 22:15 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 18,597 | $18.82 | $349,995.54 |
DisclosureSEC source: 0001214659-25-001078 · marketforms-67900.xml · nonDerivative · entry 2 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 177,812 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 22:15 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 18,597 | $18.82 | $349,995.54 |
DisclosureSEC source: 0001214659-25-001078 · marketforms-67900.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 159,215 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 | 16,583 | $18.82 | $312,092.06 |
DisclosureSEC source: 0001214659-25-001193 · marketforms-67906.xml · nonDerivative · entry 2 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 176,229 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 | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-001193 · marketforms-67906.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 192,812 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 | 3,343 | $18.72 | $62,580.96 |
DisclosureSEC source: 0001214659-25-000656 · marketforms-67839.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,618 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 |
| February 14, 2024 Filed Feb 16, 2024 17:50 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 2,859 | $16.01 | $45,772.59 |
DisclosureSEC source: 0001214659-24-003008 · marketforms-64755.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 143,961 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 20:39 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 22,343 | $15.86 | $354,359.98 |
DisclosureSEC source: 0001214659-24-001182 · marketforms-64491.xml · nonDerivative · entry 2 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 146,820 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 20:39 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 22,343 | $15.86 | $354,359.98 |
DisclosureSEC source: 0001214659-24-001182 · marketforms-64491.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,477 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 | 11,146 | $16.02 | $178,558.92 |
DisclosureSEC source: 0001214659-24-000883 · marketforms-64315.xml · nonDerivative · entry 2 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 102,134 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 | 3,087 | $16.02 | $49,453.74 |
DisclosureSEC 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 |
| February 14, 2023 Filed Feb 16, 2023 00:51 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 1,729 | $10.03 | $17,341.87 |
DisclosureSEC 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 02:23 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 6,916 | $10.00 | $69,160.00 |
DisclosureSEC 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 23:22 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 17,325 | $10.00 | $173,250.00 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 17,325 | $10.00 | $173,250.00 |
DisclosureSEC 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 |
| December 30, 2022 Filed Dec 31, 2022 00:43 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 384 | $8.20 | $3,149.95 |
DisclosureSEC 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 Jun 30, 2023 22:46 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 2,631 | $8.08 | $21,245.33 |
DisclosureSEC 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 |
| February 14, 2022 Filed Feb 16, 2022 21:21 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 15,000 | $12.63 | $189,450.00 |
DisclosureSEC 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 | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 15,000 | $12.63 | $189,450.00 |
DisclosureSEC 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 |
| January 15, 2022 Filed Jan 20, 2022 01:34 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 7,476 | $13.61 | $101,748.36 |
DisclosureSEC source: 0001214659-22-000912 · marketforms-55103.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 57,347 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 | 60,000 | $7.04 | $422,400.00 |
DisclosureSEC source: 0001214659-21-000627 · marketforms-50958.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,823 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 1,200 | $4.18 | $5,015.64 |
DisclosureSEC source: 0001214659-20-007400 · marketforms-49498.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,823 F1 · price: Weighted average price per share. The reporting person undertakes to provide the Issuer, any securityholder of the Issuer or Securities and Exchange Commission, upon request, the full information regarding the number of shares sold at each separate price. Read SEC document |
| May 19, 2020 Filed May 22, 2020 23:33 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 1,200 | $2.85 | $3,420.00 |
DisclosureSEC source: 0000899243-20-014088 · doc4.xml · nonDerivative · entry 1 Taylor Jeffrey T. · CIK 0001524986 · Executive VP, Capital Markets 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,623 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.