Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Velocity Financial, Inc.VEL · Entity 5207 | Director | May 21, 2026 | May 22, 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 May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 41,311 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 5,413 · Balance 41,311 F1: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors.
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 |
|---|---|---|---|---|---|---|
| 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: 0001214659-26-006664 · marketforms-73248.xml · nonDerivative · entry 1 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,311 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| May 23, 2025 Filed May 27, 2025 21:30 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 5,764 | $16.48 | $94,990.72 |
DisclosureSEC source: 0001214659-25-008396 · marketforms-69682.xml · nonDerivative · entry 1 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,898 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. 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: 0001214659-24-009666 · marketforms-65996.xml · nonDerivative · entry 2 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,785 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: 0001214659-24-009666 · marketforms-65996.xml · nonDerivative · entry 1 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,098 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. 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: 0001214659-23-007606 · marketforms-61586.xml · nonDerivative · entry 1 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,785 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| May 19, 2022 Filed May 19, 2022 23:41 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 10,405 | $9.13 | $94,997.65 |
DisclosureSEC source: 0001214659-22-007233 · marketforms-56295.xml · nonDerivative · entry 1 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,242 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| May 19, 2021 Filed May 20, 2021 16:26 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantCommon Stock | 8,837 | $10.75 | $94,997.75 |
DisclosureSEC source: 0001214659-21-005742 · marketforms-52866.xml · nonDerivative · entry 1 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,837 F1 · kind: Annual grant of restricted stock upon re-election by our shareholders to Velocity's Board of Directors. Read SEC document |
| December 24, 2020 Filed Dec 29, 2020 22:00 UTC | Velocity Financial, Inc. VEL · Entity 5207 | GrantOptions to Purchase Common Stock · Derivative | 12,500 | $0.00 Strike: $6.28 | $0.00 |
DisclosureSEC source: 0001214659-20-010738 · marketforms-50774.xml · derivative · entry 1 Beckett Dorika M · CIK 0001819565 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,500 Underlying: Common Stock · 12,500 shares Expires 2030-12-24 F1 · derivative.exercise_date: These options vest in three equal installments on the first three anniversaries of the grant date, subject to continued service on the vesting date. 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.