Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| American Assets Trust, Inc.AAT · Entity 647 | Director | June 01, 2026 | June 01, 2026 |
| Velocity Financial, Inc.VEL · Entity 5207 | Director | May 26, 2026 | May 27, 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.
American Assets Trust, Inc.
Report date June 01, 2026 · Filed June 01, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock, par value $0.01SEC Table I · non-derivative | Direct | 8,296 |
Reported balance
After 2026-06-01 transaction · row 1
1 source rowRow 1 · 2026-06-01 · Grant · Acquired 3,843 · Balance 8,296 F1: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. |
| Common Stock, par value $0.01SEC Table I · non-derivative | IndirectBy Trust | 10,859 |
Reported balance
Holding disclosure · report date 2026-06-01 · row 2
Holding and transaction disclosures are not merged.
1 source rowRow 2 · Balance 10,859 F2: The shares are held by the Joy L. Schaefer Skaggs Separate Property Trust. The reporting person disclaims beneficial ownership of these shares except to the extent of her pecuniary interest therein. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan.
F2: The shares are held by the Joy L. Schaefer Skaggs Separate Property Trust. The reporting person disclaims beneficial ownership of these shares except to the extent of her pecuniary interest therein.
Velocity Financial, Inc.
Report date May 26, 2026 · Filed May 27, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 40,798 |
Reported balance
After 2026-05-26 transaction · row 1
1 source rowRow 1 · 2026-05-26 · Disposition to issuer · Disposed 3,603 · Balance 40,798 |
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 01, 2026 Filed Jun 1, 2026 22:06 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 3,843 | $0.00 | $0.00 |
DisclosureSEC source: 0001524990-26-000003 · wk-form4_1780351568.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,296 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| May 26, 2026 Filed May 27, 2026 13:09 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Disposition to issuerCommon Stock | 3,603 | $17.17 | $61,863.51 |
DisclosureSEC source: 0001214659-26-006755 · marketforms-73275.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 40,798 Read SEC document |
| May 21, 2026 Filed May 22, 2026 14:08 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 5,413 | $17.55 | $94,998.15 |
DisclosureSEC source: 0001214659-26-006663 · marketforms-73249.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 44,401 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| June 02, 2025 Filed Jun 2, 2025 22:00 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 4,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-25-000046 · wk-form4_1748901609.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,748 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| May 23, 2025 Filed May 27, 2025 21:28 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Disposition to issuerCommon Stock | 4,377 | $16.48 | $72,132.96 |
DisclosureSEC source: 0001214659-25-008394 · marketforms-69685.xml · nonDerivative · entry 2 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 38,988 Read SEC document |
| May 23, 2025 Filed May 27, 2025 21:28 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 5,764 | $16.48 | $94,990.72 |
DisclosureSEC source: 0001214659-25-008394 · marketforms-69685.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,365 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| June 03, 2024 Filed Jun 3, 2024 21:33 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 2,295 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-24-000036 · wk-form4_1717450376.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,882 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| May 19, 2024 Filed May 21, 2024 16:52 UTC | Velocity Financial, Inc. VEL · Entity 5207 | Disposition to issuerCommon Stock | 4,964 | $17.88 | $88,756.32 |
DisclosureSEC source: 0001214659-24-009664 · marketforms-65999.xml · nonDerivative · entry 2 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,601 Read SEC document |
| May 17, 2024 Filed May 21, 2024 16:52 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 5,313 | $17.88 | $94,996.44 |
DisclosureSEC source: 0001214659-24-009664 · marketforms-65999.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 42,565 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| June 05, 2023 Filed Jun 5, 2023 21:21 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 2,587 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-23-000055 · wf-form4_168600005550880.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,105 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| May 19, 2023 Filed May 22, 2023 10:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 10,543 | $9.01 | $94,992.43 |
DisclosureSEC source: 0001214659-23-007604 · marketforms-61588.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,252 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| June 07, 2022 Filed Jun 8, 2022 20:32 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,518 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-22-000070 · wf-form4_165472033887421.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,977 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| May 19, 2022 Filed May 19, 2022 23:40 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 10,405 | $9.13 | $94,997.65 |
DisclosureSEC source: 0001214659-22-007231 · marketforms-56297.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,709 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| June 08, 2021 Filed Jun 9, 2021 16:27 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,296 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-21-000085 · wf-form4_162325604021381.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,459 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| May 19, 2021 Filed May 20, 2021 16:22 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 8,837 | $10.75 | $94,997.75 |
DisclosureSEC source: 0001214659-21-005740 · marketforms-52869.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,304 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| June 09, 2020 Filed Jun 10, 2020 20:11 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,502 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-20-000049 · wf-form4_159181987147396.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,163 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. Amended and Restated 2011 Equity Incentive Award Plan. Read SEC document |
| June 14, 2019 Filed Jun 14, 2019 20:26 UTC | American Assets Trust, Inc. AAT · Entity 647 | OtherCommon Stock, par value $0.01 | 558 | $43.30 | $24,158.94 |
DisclosureSEC source: 0001500217-19-000052 · wf-form4_156054397622288.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,661 F1 · kind: Shares acquired in connection with a public offering of common stock of American Assets Trust, Inc. Read SEC document |
| June 11, 2019 Filed Jun 12, 2019 20:39 UTC | American Assets Trust, Inc. AAT · Entity 647 | GrantCommon Stock, par value $0.01 | 1,103 | $0.00 | $0.00 |
DisclosureSEC source: 0001500217-19-000042 · wf-form4_156037198149928.xml · nonDerivative · entry 1 Schaefer Joy L. · CIK 0001524990 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,103 F1 · shares: Shares of restricted common stock issued to the Reporting Person as a non-employee director pursuant to the American Assets Trust, Inc. and American Assets Trust, L.P. 2011 Equity Incentive Award Plan. 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.