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Velocity Financial, Inc.

VEL
Exchange
NYSE
Industry
Finance Services
SEC CIK
0001692376

In the last 90 days, Velocity Financial, Inc. insiders filed 0 open-market purchases and 11 sales; 99 institutions reported holding it in 13F filings for Q2 2026, worth $718.8M in total; no superinvestor holds it.

Open-market trades, last 90 days

Open-market purchases (P) and sales (S) by Velocity Financial, Inc. insiders, counted by Form 4 filing. Trades with a flagged price and duplicate filings are left out.

Open-market buys
0 filings
Open-market sells
11 filings
4 insiders, $322.5K in total
Insiders trading
4
Net value
−$322.5K
Purchases minus sales

Insider roster

Directors, officers and 10% owners who have filed a Form 4 for Velocity Financial, Inc., current and former, most recent filer first. Last reported holding is the position after the last non-derivative trade in their latest filing.

Insider roster for Velocity Financial, Inc.
NameTitleLast reported holdingLast filingFilings, past year
Szczepaniak Mark RChief Financial Officer64,400IndirectSep 10, 202618
Kelly Roland ThomasChief Legal Officer and GC98,139Sep 1, 202612
Taylor Jeffrey T.Executive VP, Capital Markets172,490Aug 11, 202612
Tam FionaChief Accounting Officer47,129Aug 11, 20267
Farrar Christopher D.Chief Executive Officer399,665Jun 30, 20266
Pitstick JohnDirector59,410May 27, 20262
Schaefer Joy L.Director40,798May 27, 20262
Beckett Dorika MDirector41,311May 22, 20261
Pacific Investment Management Co LLCDirector, 10% Owner12,637,764May 2, 20250
Tobi III Spe I LLCDirector, 10% Owner12,637,764May 2, 20250
LVS III Holding LPDirector, 10% Owner12,637,764May 2, 20250
Snow Ian KDirector, 10% Owner13,353,103IndirectMar 31, 20250
Snow Phipps Group (RPV), L.P.Director, 10% Owner13,353,103IndirectMar 31, 20250
SPG GP, LLCDirector, 10% Owner13,353,103IndirectMar 31, 20250
SPG Co-Investment, L.P.Director, 10% Owner13,353,103IndirectMar 31, 20250
Snow Phipps Group (B), L.P.Director, 10% Owner13,353,103IndirectMar 31, 20250
Snow Phipps Group AIV, L.P.Director, 10% Owner13,353,103IndirectMar 31, 20250
Snow Phipps Group AIV (Offshore), L.P.Director, 10% Owner13,353,103IndirectMar 31, 20250
Oltmann Christopher JCorporate Treasurer26,718Feb 16, 20220

Insider trades

Each row adds up one type of transaction in one Form 4 filing. Only open-market purchases (P) and sales (S) are shown by default; use the filters to see grants, option exercises and other codes.

Insider trades
Filed (ET)Trade dateFiling delayInsiderTransactionSharesAvg priceValueHolding changeFlags
Mar 13, 2023 (view filing)Mar 13Same dayPitstick JohnDirectorPPurchase+3.00K$8.27+$24.8K+6.8%47.2K after
Jul 1, 2025 (view filing)Jul 1Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.44−$29.0K−2.8%54.8K after10b5-1
Aug 12, 2025 (view filing)Aug 12Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.00−$28.3K−2.9%53.3K after10b5-1
Sep 2, 2025 (view filing)Sep 2Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.85−$29.6K−3.0%51.7K after10b5-1
Oct 1, 2025 (view filing)Oct 1Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.05−$28.4K−3.0%50.1K after10b5-1
Nov 3, 2025 (view filing)Nov 3Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.50−$29.1K−3.1%48.5K after10b5-1
Dec 1, 2025 (view filing)Dec 1Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$19.34−$30.4K−3.2%47.0K afterAmended10b5-1
Dec 2, 2025 (view filing)Dec 2Same dayKelly Roland ThomasChief Legal Officer and GCSSale−6.66K$19.38−$129.0K−6.2%101.0K after
Dec 16, 2025 (view filing)Dec 16Same dayTaylor Jeffrey T.Executive VP, Capital MarketsSSale−7.57K$20.03−$151.6K−4.5%161.7K after10b5-1
Jan 2, 2026 (view filing)Dec 31, 20252 daysTaylor Jeffrey T.Executive VP, Capital MarketsSSale−3.05K$20.13−$61.4K−1.9%158.7K after10b5-1
Jan 15, 2026 (view filing)Jan 15Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$19.51−$30.7K−3.1%49.9K after10b5-1
Jan 26, 2026 (view filing)Jan 26Same dayTaylor Jeffrey T.Executive VP, Capital MarketsSSale−1.77K$20.00−$35.4K−1.0%184.1K after10b5-1
Feb 2, 2026 (view filing)Feb 2Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$20.53−$32.3K−2.1%74.7K after10b5-1
Feb 2, 2026 (view filing)Feb 2Same dayTaylor Jeffrey T.Executive VP, Capital MarketsSSale−1.77K$20.33−$36.0K−1.0%181.1K after10b5-1
Mar 2, 2026 (view filing)Mar 2Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.32−$28.8K−2.1%73.1K after10b5-1
Mar 18, 2026 (view filing)Mar 171 dayKelly Roland ThomasChief Legal Officer and GCSSale−5.16K$18.06−$93.2K−4.3%113.9K after10b5-1
Mar 31, 2026 (view filing)Mar 30-311 dayKelly Roland ThomasChief Legal Officer and GCSSale−14.8K$18.04−$267.7K−13.0%99.0K after2 lots10b5-1
Apr 1, 2026 (view filing)Apr 1Same daySzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.13−$28.5K−2.2%71.5K after10b5-1
Apr 17, 2026 (view filing)Apr 17Same dayTaylor Jeffrey T.Executive VP, Capital MarketsSSale−2.13K$20.00−$42.6K−1.2%179.0K after10b5-1
May 4, 2026 (view filing)May 13 daysSzczepaniak Mark RChief Financial OfficerSSale−1.57K$19.30−$30.4K−2.2%70.0K after10b5-1
Jun 29, 2026 (view filing)Jun 263 daysSzczepaniak Mark RChief Financial OfficerSSale−1.57K$18.07−$28.4K−2.2%68.4K after10b5-1
Jul 6, 2026 (view filing)11:50 AM ETJul 15 daysKelly Roland ThomasChief Legal Officer and GCSSale−1.60K$18.57−$29.7K−1.6%98.3K after10b5-1
Jul 9, 2026 (view filing)12:30 PM ETJul 72 daysTaylor Jeffrey T.Executive VP, Capital MarketsSSale−2.17K$19.00−$41.1K−1.2%176.8K after10b5-1
Jul 9, 2026 (view filing)12:30 PM ETJul 72 daysTam FionaChief Accounting OfficerSSale−68$19.00−$1.29K−0.1%48.4K after10b5-1
Jul 28, 2026 (view filing)5:43 PM ETJul 28Same daySzczepaniak Mark RChief Financial OfficerSSale−400$18.00−$7.20K−0.6%68.0K after10b5-1
Aug 6, 2026 (view filing)4:37 PM ETAug 6Same daySzczepaniak Mark RChief Financial OfficerSSale−400$18.00−$7.20K−0.6%66.4K after10b5-1
Aug 6, 2026 (view filing)4:41 PM ETAug 6Same dayKelly Roland ThomasChief Legal Officer and GCSSale−1.60K$18.00−$28.8K−1.6%95.8K after10b5-1
Aug 10, 2026 (view filing)4:25 PM ETAug 10Same daySzczepaniak Mark RChief Financial OfficerSSale−2.00K$18.16−$36.3K−3.0%64.4K after10b5-1
Aug 11, 2026 (view filing)7:56 PM ETAug 11Same dayTam FionaChief Accounting OfficerSSale−1.23K$19.00−$23.4K−2.5%47.1K after10b5-1
Aug 11, 2026 (view filing)7:56 PM ETAug 11Same dayTaylor Jeffrey T.Executive VP, Capital MarketsSSale−4.33K$19.06−$82.5K−2.4%172.5K after10b5-1
Sep 1, 2026 (view filing)7:19 PM ETSep 1Same dayKelly Roland ThomasChief Legal Officer and GCSSale−1.60K$18.00−$28.8K−1.6%98.1K after10b5-1
Sep 10, 2026 (view filing)6:34 PM ETSep 10Same daySzczepaniak Mark RChief Financial OfficerSSale−2.00K$18.03−$36.1K−3.0%64.4K after10b5-1