Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | Director · Chief Executive Officer | June 30, 2026 | June 30, 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 June 30, 2026 · Filed June 30, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 399,665 |
Reported balance
After 2026-06-30 transaction · row 1
1 source rowRow 1 · 2026-06-30 · Other · Acquired 1,272 · Balance 399,665 F1: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c). |
| Common StockSEC Table I · non-derivative | IndirectHeld by family trust | 637,051 |
Reported balance
Holding disclosure · report date 2026-06-30 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 637,051 |
Filing footnotes · ownership attribution and instrument terms
F1: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c).
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 |
|---|---|---|---|---|---|---|
| June 30, 2026 Filed Jun 30, 2026 21:57 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 1,272 | $18.46 | $23,481.12 |
DisclosureSEC source: 0001214659-26-007964 · marketforms-73514.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 399,665 F1 · kind: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c). Read SEC document |
| January 28, 2026 Filed Jan 29, 2026 18:07 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 64,705 | $20.22 | $1,308,335.10 |
DisclosureSEC source: 0001214659-26-000941 · marketforms-71952.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by family trust Disclosed balance after: 630,779 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 | 23,171 | $19.39 | $449,285.69 |
DisclosureSEC source: 0001214659-26-000847 · marketforms-71942.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by family trust Disclosed balance after: 553,734 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 | 25,681 | $19.53 | $501,549.93 |
DisclosureSEC source: 0001214659-26-000754 · marketforms-71926.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Indirect · Held by family trust Disclosed balance after: 538,877 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 19:51 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 89,285 | $19.60 | $1,749,986.00 |
DisclosureSEC source: 0001214659-26-000545 · marketforms-71876.xml · nonDerivative · entry 2 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 524,392 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 19:51 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 89,285 | $19.60 | $1,749,986.00 |
DisclosureSEC source: 0001214659-26-000545 · marketforms-71876.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 435,107 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 | 8,854 | $18.70 | $165,569.80 |
DisclosureSEC source: 0001214659-26-000504 · marketforms-71868.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 345,822 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 30, 2025 Filed Jun 30, 2025 22:21 UTC | Velocity Financial, Inc. VEL · Entity 5207 | OtherCommon Stock | 1,204 | $15.76 | $18,973.84 |
DisclosureSEC source: 0001214659-25-009851 · marketforms-70013.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 694,919 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 15:53 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 5,367 | $18.56 | $99,611.52 |
DisclosureSEC source: 0001214659-25-003017 · marketforms-68232.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 693,715 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 | 77,045 | $18.82 | $1,449,986.90 |
DisclosureSEC source: 0001214659-25-001080 · marketforms-67897.xml · nonDerivative · entry 2 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 654,082 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 | 77,045 | $18.82 | $1,449,986.90 |
DisclosureSEC source: 0001214659-25-001080 · marketforms-67897.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 577,037 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 16:29 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 45,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001214659-25-001196 · marketforms-67903.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 699,082 F1 · kind: Acquisition of shares of common stock upon vesting of previously granted performance stock units. 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: 0001214659-24-011668 · marketforms-66452.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 564,020 F1 · kind: The shares were purchased through the Company's ESPP in a transaction exempt pursuant to Rule 16b-3(c). Read SEC document |
| January 23, 2024 Filed Jan 25, 2024 20:40 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantPerformance Stock Units | 69,514 | $15.86 | $1,102,492.04 |
DisclosureSEC source: 0001214659-24-001184 · marketforms-64489.xml · nonDerivative · entry 2 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 680,577 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 | 69,514 | $15.86 | $1,102,492.04 |
DisclosureSEC source: 0001214659-24-001184 · marketforms-64489.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 611,063 F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date. Read SEC document |
| January 15, 2023 Filed Jan 19, 2023 02:58 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Tax withholdingCommon Stock | 20,748 | $10.00 | $207,480.00 |
DisclosureSEC source: 0001214659-23-000798 · marketforms-58224.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 538,918 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 | 70,875 | $10.00 | $708,750.00 |
DisclosureSEC source: 0001214659-23-000639 · marketforms-58186.xml · nonDerivative · entry 2 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 356,750 F3 · 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 141,750 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 | 70,875 | $10.00 | $708,750.00 |
DisclosureSEC source: 0001214659-23-000639 · marketforms-58186.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 285,875 F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date. 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: 0001214659-23-009058 · marketforms-62014.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 284,381 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 | 45,000 | $12.63 | $568,350.00 |
DisclosureSEC source: 0001214659-22-002824 · marketforms-55427.xml · nonDerivative · entry 2 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 275,000 F3 · 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 90,000 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 | 45,000 | $12.63 | $568,350.00 |
DisclosureSEC source: 0001214659-22-002824 · marketforms-55427.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 230,000 F1 · kind: Acquisition of restricted stock subject to annual vesting ratably over three years from grant date. Read SEC document |
| January 15, 2021 Filed Jan 19, 2021 22:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 180,000 | $7.04 | $1,267,200.00 |
DisclosureSEC source: 0001214659-21-000628 · marketforms-50956.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 185,000 Read SEC document |
| August 18, 2020 Filed Aug 20, 2020 21:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | PurchaseCommon Stock | 5,000 | $4.10 | $20,500.00 |
DisclosureSEC source: 0001214659-20-007399 · marketforms-49499.xml · nonDerivative · entry 1 Farrar Christopher D. · CIK 0001524993 · Director · Chief Executive Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,000 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.