Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | Chief Financial Officer | September 10, 2026 | September 10, 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 10, 2026 · Filed September 10, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | IndirectHeld through family trust | 64,400 |
Reported balance
After 2026-09-10 transaction · row 1
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 1 · 2026-09-10 · Sale · Disposed 2,000 · Balance 64,400 F1: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.03 to $18.03. 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. |
| Common StockSEC Table I · non-derivative | Direct | 101,535 |
Reported balance
Holding disclosure · report date 2026-09-10 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 101,535 |
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 $18.03 to $18.03. 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 10, 2026 Filed Sep 10, 2026 22:34 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 2,000 | $18.03 | $36,060.00 |
DisclosureSEC source: 0001214659-26-011588 · marketforms-73986.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 64,400 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.03 to $18.03. 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 10, 2026 Filed Aug 10, 2026 20:25 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 2,000 | $18.16 | $36,320.00 |
DisclosureSEC source: 0001214659-26-009849 · marketforms-73747.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 64,400 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.11 to $18.22. 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 20:37 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 400 | $18.00 | $7,200.00 |
DisclosureSEC source: 0001214659-26-009735 · marketforms-73741.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 66,400 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 |
| July 28, 2026 Filed Jul 28, 2026 21:43 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 400 | $18.00 | $7,200.00 |
DisclosureSEC source: 0001214659-26-009115 · marketforms-73640.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 68,000 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 |
| June 26, 2026 Filed Jun 29, 2026 14:20 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,573 | $18.07 | $28,420.49 |
DisclosureSEC source: 0001214659-26-007823 · marketforms-73487.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 68,400 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 |
| May 01, 2026 Filed May 4, 2026 13:07 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,573 | $19.30 | $30,358.90 |
DisclosureSEC source: 0001214659-26-005428 · marketforms-73032.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 69,973 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.30 to $19.30. 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 |
| April 01, 2026 Filed Apr 1, 2026 22:50 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,573 | $18.13 | $28,518.49 |
DisclosureSEC source: 0001214659-26-004186 · marketforms-72862.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 71,546 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.13 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 02, 2026 Filed Mar 2, 2026 22:57 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,573 | $18.32 | $28,817.36 |
DisclosureSEC source: 0001214659-26-002708 · marketforms-72390.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 73,119 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.32 to $18.32. 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 23:40 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,573 | $20.53 | $32,291.65 |
DisclosureSEC source: 0001214659-26-001076 · marketforms-71978.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 74,692 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $20.395 to $20.68. 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 | 23,540 | $20.22 | $475,978.80 |
DisclosureSEC source: 0001214659-26-000940 · marketforms-71953.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held through a family trust Disclosed balance after: 76,265 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 | 4,329 | $19.39 | $83,939.31 |
DisclosureSEC source: 0001214659-26-000846 · marketforms-71943.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held through a family trust Disclosed balance after: 56,493 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 | 3,374 | $19.53 | $65,894.22 |
DisclosureSEC source: 0001214659-26-000753 · marketforms-71927.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held through a family trust Disclosed balance after: 52,754 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 15, 2026 21:56 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,573 | $19.51 | $30,686.87 |
DisclosureSEC source: 0001214659-26-000515 · marketforms-71873.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 49,929 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.22 to $19.82. 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 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: 0001214659-26-000541 · marketforms-71877.xml · nonDerivative · entry 2 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 137,458 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: 0001214659-26-000541 · marketforms-71877.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 118,326 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 | 4,255 | $18.70 | $79,568.50 |
DisclosureSEC source: 0001214659-26-000503 · marketforms-71869.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 99,194 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 01, 2025 Filed Dec 1, 2025 21:56 UTC Amendment | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,572 | $19.34 | $30,409.08 |
DisclosureSEC source: 0001214659-25-017413 · marketforms-71414.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 46,967 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.53 to $19.49. 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 01, 2025 Filed Dec 1, 2025 21:46 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,572 | $19.34 | $30,409.08 |
DisclosureSEC source: 0001214659-25-017409 · marketforms-71412.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 46,967 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $19.3442 to $19.3442. 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 |
| November 03, 2025 Filed Nov 3, 2025 21:39 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,572 | $18.50 | $29,087.82 |
DisclosureSEC source: 0001214659-25-015782 · marketforms-71198.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 48,539 F1 · price: The price reported in column 4 is a weighted average price. These shares were sold in multiple transactions at prices ranging from $18.425 to $18.65. 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 |
| October 01, 2025 Filed Oct 1, 2025 20:44 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,572 | $18.05 | $28,366.90 |
DisclosureSEC source: 0001214659-25-014459 · marketforms-70889.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 50,111 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 $18.27. 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 |
| September 02, 2025 Filed Sep 2, 2025 20:47 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,572 | $18.85 | $29,632.20 |
DisclosureSEC source: 0001214659-25-013216 · marketforms-70494.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 51,683 Read SEC document |
| August 12, 2025 Filed Aug 12, 2025 23:50 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,572 | $18.00 | $28,296.00 |
DisclosureSEC source: 0001214659-25-011887 · marketforms-70274.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 53,255 Read SEC document |
| July 01, 2025 Filed Jul 1, 2025 22:28 UTC | Velocity Financial, Inc. VEL · Entity 5207 | SaleCommon Stock | 1,572 | $18.44 | $28,987.68 |
DisclosureSEC source: 0001214659-25-009914 · marketforms-70025.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Indirect · Held through family trust Disclosed balance after: 54,827 Read SEC document |
| February 14, 2025 Filed Feb 19, 2025 15:53 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 2,678 | $18.56 | $49,703.68 |
DisclosureSEC source: 0001214659-25-003020 · marketforms-68229.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 162,811 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 | 4,321 | $18.42 | $79,592.82 |
DisclosureSEC source: 0001214659-25-001342 · marketforms-67923.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 165,489 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: 0001214659-25-001079 · marketforms-67898.xml · nonDerivative · entry 2 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 170,987 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: 0001214659-25-001079 · marketforms-67898.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,390 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 | 16,177 | $18.82 | $304,451.14 |
DisclosureSEC source: 0001214659-25-001194 · marketforms-67905.xml · nonDerivative · entry 2 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 169,810 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: 0001214659-25-001194 · marketforms-67905.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 185,987 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 | 4,270 | $18.72 | $79,934.40 |
DisclosureSEC source: 0001214659-25-000657 · marketforms-67838.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,792 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 | 2,673 | $16.01 | $42,794.73 |
DisclosureSEC source: 0001214659-24-003009 · marketforms-64754.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,062 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 | 24,205 | $15.86 | $383,891.30 |
DisclosureSEC source: 0001214659-24-001183 · marketforms-64490.xml · nonDerivative · entry 2 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,735 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 | 24,205 | $15.86 | $383,891.30 |
DisclosureSEC source: 0001214659-24-001183 · marketforms-64490.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 116,530 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 | 10,686 | $16.02 | $171,189.72 |
DisclosureSEC source: 0001214659-24-000884 · marketforms-64314.xml · nonDerivative · entry 2 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 92,325 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 | 4,241 | $16.02 | $67,940.82 |
DisclosureSEC source: 0001214659-24-000884 · marketforms-64314.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 103,011 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 |
| March 24, 2023 Filed Mar 24, 2023 23:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Disposition to issuerCommon Stock | 16,355 | $9.13 | $149,321.15 |
DisclosureSEC source: 0001214659-23-004189 · marketforms-61056.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 107,252 F1 · kind: Sale of common stock to Velocity Financial, Inc. primarily to raise funds to pay additional tax liabilities associated with recent stock vestings. Read SEC document |
| February 14, 2023 Filed Feb 16, 2023 00:52 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 1,729 | $10.03 | $17,341.87 |
DisclosureSEC source: 0001214659-23-002614 · marketforms-59511.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 123,607 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: 0001214659-23-000793 · marketforms-58205.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 125,336 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 | 21,656 | $10.00 | $216,560.00 |
DisclosureSEC source: 0001214659-23-000636 · marketforms-58191.xml · nonDerivative · entry 2 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 132,252 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 43,312 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 | 21,656 | $10.00 | $216,560.00 |
DisclosureSEC source: 0001214659-23-000636 · marketforms-58191.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,596 F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date. 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: 0001214659-22-002826 · marketforms-55439.xml · nonDerivative · entry 2 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 88,940 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: 0001214659-22-002826 · marketforms-55439.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 73,940 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 | 7,460 | $13.61 | $101,530.60 |
DisclosureSEC source: 0001214659-22-000913 · marketforms-55104.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,940 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: 0001214659-21-000625 · marketforms-50959.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 66,400 Read SEC document |
| May 26, 2020 Filed May 27, 2020 01:20 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 6,400 | $3.25 | $20,800.00 |
DisclosureSEC source: 0000899243-20-014278 · doc4.xml · nonDerivative · entry 1 Szczepaniak Mark R · CIK 0001794812 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,400 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.