| |
| |
| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
38,440,000 |
| Market
Cap: |
755.73(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$16.3 - $20.76 |
|
| Level
I Sector: |
N/A |
| Level
II Sector: |
N/A |
| Level
III Sector: |
N/A |
|
Member Indexes:
|
Rankings:
|
|
| Insider 3 Months : - |
| Insider 6 Months : - |
| Insider 3/6 Months : - |
|
| Guru Rank Number : - |
| Guru Rank Value : - |
| Guru Occurances : - |
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|
Company Profile Velocity Financial is a vertically integrated real estate finance company. Co. primarily originates and manages investor loans secured by one-to-four unit residential rental and commercial properties. Co. originates loans nationwide across its network of independent mortgage brokers. Co.'s primary product is a 30-year amortizing term loan with a three-year fixed-rate period which floats at a spread to the prime rate thereafter subject to a floor equal to the starting fixed rate, and a 30-year fixed-rate amortizing term loan. Co. originates short-term, interest-only loans to be used for acquiring, repositioning or improving the quality of one-to-four unit residential investment properties.
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|
D/I:
|
|
|
D
is for direct shares.
I is
for indirect shares.
D/I
refers to the Direct or Indirect
shares traded vs. held. |
|
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|
Forms:
|
|
|
A
Form 4 is a form filed
by an insider to indicate a change
in ownership.
A Form
3 is a form filed by
an insider to indicate an
initial ownership of a security. |
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3m +/-:
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|
|
This
represents the company's 3 month
price change. The initial price
is based on the closing price
of the stock on the day the transaction
took place. Purchases & sales
are viewed as long & short
positions respectively.
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|
|
|
Actions:
|
|
|
| B |
Buy |
| S |
Sell |
| OE |
Option
Exercised |
| A |
Acquired |
| D |
Disposed |
| AB |
Automatic
Buy |
| AS |
Automatic
Sell |
| IO |
Initial
Ownership |
|
|
|
|
Download:
|
|
|
Download only Transactions
Forms. (Default)
Download
only Summary Infomation.
Download
both Transactions and Summary Data
|
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|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
0 |
| Total Buy Value |
$0 |
$0 |
$0 |
$0 |
| Total People Bought |
0 |
0 |
0 |
0 |
| Total Buy Transactions |
0 |
0 |
0 |
0 |
| Total Shares Sold |
11,371 |
16,087 |
16,087 |
16,087 |
| Total Sell Value |
$216,829 |
$303,745 |
$303,745 |
$303,745 |
| Total People Sold |
2 |
2 |
2 |
2 |
| Total Sell Transactions |
4 |
7 |
7 |
7 |
| End Date |
2025-09-18 |
2025-06-17 |
2024-12-17 |
2023-12-18 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Taylor Jeffrey T. |
Executive VP, Capital Markets |
• – – |
2025-12-16 |
4 |
S |
$20.03 |
$151,646 |
D/D |
(7,571) |
161,721 |
|
- |
|
| Kelly Roland Thomas |
Chief Legal Officer and GC |
• – – |
2025-12-02 |
4 |
S |
$19.38 |
$128,965 |
D/D |
(6,655) |
100,970 |
|
-1% |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-12-01 |
4 |
S |
$19.34 |
$30,409 |
I/I |
(1,572) |
46,967 |
|
-1% |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-11-03 |
4 |
S |
$18.50 |
$29,088 |
I/I |
(1,572) |
48,539 |
|
-5% |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-10-01 |
4 |
S |
$18.05 |
$28,367 |
I/I |
(1,572) |
50,111 |
|
-8% |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-09-02 |
4 |
S |
$18.85 |
$29,632 |
I/I |
(1,572) |
51,683 |
|
-3% |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-08-12 |
4 |
S |
$18.00 |
$28,296 |
I/I |
(1,572) |
53,255 |
|
-4% |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-07-01 |
4 |
S |
$18.44 |
$28,988 |
I/I |
(1,572) |
54,827 |
|
-0% |
|
| Farrar Christopher D. |
Chief Executive Officer |
• • – |
2025-06-30 |
4 |
A |
$15.76 |
$18,974 |
D/D |
1,204 |
694,919 |
|
- |
|
| Kelly Roland Thomas |
Chief Legal Officer and GC |
• – – |
2025-06-30 |
4 |
A |
$15.76 |
$18,974 |
D/D |
1,204 |
107,625 |
|
- |
|
| Schaefer Joy L. |
|
– • – |
2025-05-23 |
4 |
D |
$16.48 |
$72,133 |
D/D |
(4,377) |
38,988 |
|
- |
|
| Schaefer Joy L. |
|
– • – |
2025-05-23 |
4 |
A |
$16.48 |
$94,991 |
D/D |
5,764 |
43,365 |
|
- |
|
| Pitstick John |
|
– • – |
2025-05-23 |
4 |
D |
$16.48 |
$72,133 |
D/D |
(4,377) |
59,521 |
|
- |
|
| Pitstick John |
|
– • – |
2025-05-23 |
4 |
A |
$16.48 |
$94,991 |
D/D |
5,764 |
63,898 |
|
- |
|
| Beckett Dorika M |
|
– • – |
2025-05-23 |
4 |
A |
$16.48 |
$94,991 |
D/D |
5,764 |
35,898 |
|
- |
|
| Lvs Iii Holding Lp |
|
– • • |
2025-05-01 |
4 |
OE |
$0.00 |
$0 |
D/D |
1,673,958 |
12,637,764 |
|
- |
|
| Spg Co-Investment, L.p. |
|
• • • |
2025-03-27 |
4 |
D |
$18.73 |
$4,847,848 |
I/I |
(258,828) |
13,353,103 |
|
- |
|
| Spg Co-Investment, L.p. |
|
• • • |
2025-03-27 |
4 |
OE |
$2.96 |
$4,847,782 |
I/I |
1,339,166 |
13,611,931 |
|
- |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-02-14 |
4 |
D |
$18.56 |
$49,704 |
D/D |
(2,678) |
162,811 |
|
- |
|
| Taylor Jeffrey T. |
Executive VP, Capital Markets |
• – – |
2025-02-14 |
4 |
D |
$18.56 |
$53,304 |
D/D |
(2,872) |
169,292 |
|
- |
|
| Tam Fiona |
Chief Accounting Officer |
• – – |
2025-02-14 |
4 |
D |
$18.56 |
$11,841 |
D/D |
(638) |
43,433 |
|
- |
|
| Farrar Christopher D. |
Chief Executive Officer |
• • – |
2025-02-14 |
4 |
D |
$18.56 |
$99,612 |
D/D |
(5,367) |
693,715 |
|
- |
|
| Kelly Roland Thomas |
Chief Legal Officer and GC |
• – – |
2025-02-14 |
4 |
D |
$18.56 |
$22,365 |
D/D |
(1,205) |
106,421 |
|
- |
|
| Tam Fiona |
Chief Accounting Officer |
• – – |
2025-01-23 |
4 |
D |
$18.42 |
$10,002 |
D/D |
(543) |
44,071 |
|
- |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2025-01-23 |
4 |
D |
$18.42 |
$79,593 |
D/D |
(4,321) |
165,489 |
|
- |
|
161 Records found
|
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Page 1 of 7 |
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Transaction Code Key: |
Ownership Code Key |
| |
B |
- Buy |
AB |
- Automatic Buy |
D |
- Direct Ownership |
| |
S |
- Sell |
AS |
- Automatic Sell |
I |
- Indirect Ownership |
| |
OE |
- Options Exercised |
A |
- Acquired |
| |
IO |
- Initital Ownership |
D |
- Disposed |
| |
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|
0.02 (0.1%) 
