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| Keyboard |
| Velocity Financial Inc | |
|---|---|
| Ticker | VEL |
| CIK # | 0001692376 |
| CUSIP | 92262D101 |
| Sector | Finance - Finance Services |
| Address | 30699 Russell Ranch Road Building 111, Suite 295, Westlake Village, CA 91362 |
| Source | [EDGAR] |
| Reg D Offering (Form D) | Filed | Raised | Terms |
|---|---|---|---|
| Velocity Financial LLC | 2016-12-16 | Exemption: 506(b), 3(c), 3(c)(1) · Remaining: Indefinite · Duration: One year or less · Revenue: Decline to Disclose |
| CIK | Filing | 2011 - 2026 |
|---|---|---|
| [0001692376] | 10-K | |
| [0001692376] | 10-Q | |
| [0001692376] | 3 | |
| [0001692376] | 4 | |
| [0001692376] | 8-K | |
| [0001692376] | D | |
| [0001692376] | SC 13D | |
| [0001692376] | SC 13G |
| Insider Transaction (Form 3/4/5) | Date | Action | Shares | Price | Value ($) |
|---|---|---|---|---|---|
|
Kelly Roland Thomas
Common Stock
|
2026-03-31 | Sell | 814 | $18.22 | 14,831 |
|
Kelly Roland Thomas
Common Stock
|
2026-03-30 | Sell | 14,026 | $18.03 | 252,889 |
|
Kelly Roland Thomas
Common Stock
|
2026-03-17 | Sell | 5,160 | $18.06 | 93,190 |
|
Szczepaniak Mark R
Common Stock
|
2026-03-02 | Sell | 1,573 | $18.32 | 28,817 |
|
Taylor Jeffrey T
Common Stock
|
2026-02-02 | Sell | 1,772 | $20.33 | 36,025 |
|
Szczepaniak Mark R
Common Stock
|
2026-02-02 | Sell | 1,573 | $20.53 | 32,294 |
|
Tam Fiona
Common Stock
|
2026-01-28 | Tax withheld | 4,251 | $20.22 | 85,955 |
|
Kelly Roland Thomas
Common Stock
|
2026-01-28 | Tax withheld | 16,170 | $20.22 | 326,957 |
|
Farrar Christopher D
Common Stock
|
2026-01-28 | Tax withheld | 64,705 | $20.22 | 1,308,335 |
|
Szczepaniak Mark R
Common Stock
|
2026-01-28 | Tax withheld | 23,540 | $20.22 | 475,979 |
|
Taylor Jeffrey T
Common Stock
|
2026-01-28 | Tax withheld | 18,575 | $20.22 | 375,586 |
|
Taylor Jeffrey T
Common Stock
|
2026-01-26 | Sell | 1,770 | $20.00 | 35,400 |
|
Farrar Christopher D
Common Stock
|
2026-01-23 | Tax withheld | 23,171 | $19.39 | 449,286 |
|
Szczepaniak Mark R
Common Stock
|
2026-01-23 | Tax withheld | 4,329 | $19.39 | 83,939 |
|
Taylor Jeffrey T
Common Stock
|
2026-01-23 | Tax withheld | 4,140 | $19.39 | 80,275 |
|
Kelly Roland Thomas
Common Stock
|
2026-01-23 | Tax withheld | 1,416 | $19.39 | 27,456 |
|
Tam Fiona
Common Stock
|
2026-01-23 | Tax withheld | 453 | $19.39 | 8,784 |
|
Farrar Christopher D
Common Stock
|
2026-01-21 | Tax withheld | 25,681 | $19.53 | 501,550 |
|
Szczepaniak Mark R
Common Stock
|
2026-01-21 | Tax withheld | 3,374 | $19.53 | 65,894 |
|
Taylor Jeffrey T
Common Stock
|
2026-01-21 | Tax withheld | 3,430 | $19.53 | 66,988 |
| showing 20 of 200 most recent transactions | |||||
| 13F Ownership Over Time | Holders | Shares Held |
|---|---|---|
| 2026-03-31 | 103 | 39,605,661 |
| 2025-12-31 | 108 | 39,057,701 |
| 2025-09-30 | 107 | 38,630,267 |
| 2025-06-30 | 97 | 38,613,590 |
| 2025-03-31 | 86 | 36,068,411 |
| 2024-12-31 | 77 | 34,089,863 |
| 2024-09-30 | 72 | 33,647,287 |
| 2024-06-30 | 52 | 33,439,845 |
| 2024-03-31 | 55 | 33,279,891 |
| 2023-12-31 | 52 | 32,859,497 |
| 2023-09-30 | 47 | 31,833,629 |
| 2023-06-30 | 45 | 31,833,608 |
| Form 13F Holdings | ||||
|---|---|---|---|---|
| Firm | Period | DFND | Voting | Shares |
| Snow Phipps Group LLC | [2026-06-30] | SOLE | 13,353,103 | 13,353,103 |
| Gamma Investing LLC | [2026-06-30] | DFND | 509 | 509 |
| Physician Wealth Advisors Inc | [2026-06-30] | SOLE | 0 | 126 |
| IFP Advisors LLC | [2026-06-30] | SOLE | 107 | 107 |
| Farther Finance Advisors LLC | [2026-06-30] | SOLE | 0 | 48 |
| Versant Capital Management Inc | [2026-06-30] | SOLE | 41 | 41 |
| Trust Co | [2026-06-30] | SOLE | 17 | 17 |
| True Wealth Design LLC | [2026-06-30] | SOLE | 0 | 5 | Prev | Page 1 | Next |