| |
| |
| Exchange: |
N/A |
| Security
Type: |
Common |
| Shares
Out: |
32,291,000 |
| Market
Cap: |
593.19(M) |
| Last
Volume: |
0 |
Avg
Vol: |
0 |
| 52
Week Range: |
$8.74 - $18.49 |
|
| 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. |
|
|
|
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
|
|
|
|
|
| |
| |
Summary (Direct Transactions Only)  |
3 Months |
6 Months |
12 Months |
24 Months |
| Total Shares Bought |
0 |
0 |
0 |
3,000 |
| Total Buy Value |
$0 |
$0 |
$0 |
$24,810 |
| Total People Bought |
0 |
0 |
0 |
1 |
| Total Buy Transactions |
0 |
0 |
0 |
1 |
| Total Shares Sold |
0 |
0 |
0 |
0 |
| Total Sell Value |
$0 |
$0 |
$0 |
$0 |
| Total People Sold |
0 |
0 |
0 |
0 |
| Total Sell Transactions |
0 |
0 |
0 |
0 |
| End Date |
2024-02-29 |
2023-11-28 |
2023-05-30 |
2022-05-30 |
|
| Filer's Name |
Relation Title |
Off-Dir-10% |
Tran. Date |
Form |
Action |
Price |
Mkt Value |
D/I |
Shares |
Holdings |
Rank
|
|
|
| 3m +/- |
|
|
Form |
  Kelly Roland Thomas |
Chief Legal Officer and GC |
• – – |
2022-01-15 |
4 |
D |
$13.61 |
$46,886 |
D/D |
(3,445) |
26,655 |
|
- |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2022-01-15 |
4 |
D |
$13.61 |
$101,531 |
D/D |
(7,460) |
58,940 |
|
- |
|
| Oltmann Christopher J |
Chief Accounting Officer |
• – – |
2022-01-15 |
4 |
D |
$13.61 |
$34,461 |
D/D |
(2,532) |
19,218 |
|
- |
|
| Taylor Jeffrey T. |
Executive VP, Capital Markets |
• – – |
2022-01-15 |
4 |
D |
$13.61 |
$101,748 |
D/D |
(7,476) |
57,347 |
|
- |
|
| Snow Ian K |
Director |
– • • |
2021-10-08 |
4 |
OE |
$3.85 |
$19,999,995 |
I/I |
5,194,804 |
12,272,765 |
|
- |
|
| Lvs Iii Holding Lp |
Director |
– • • |
2021-10-08 |
4 |
OE |
$3.85 |
$24,999,998 |
D/D |
6,493,506 |
10,963,806 |
|
- |
|
| Schaefer Joy L. |
|
– • – |
2021-05-19 |
4 |
A |
$10.75 |
$94,998 |
D/D |
8,837 |
16,304 |
|
- |
|
| Pitstick John |
|
– • – |
2021-05-19 |
4 |
A |
$10.75 |
$94,998 |
D/D |
8,837 |
33,837 |
|
- |
|
| Beckett Dorika M |
|
– • – |
2021-05-19 |
4 |
A |
$10.75 |
$94,998 |
D/D |
8,837 |
8,837 |
|
- |
|
| Comley Graham M |
See Remarks |
• – – |
2021-01-15 |
4 |
A |
$7.04 |
$211,200 |
D/D |
30,000 |
30,100 |
|
- |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2021-01-15 |
4 |
A |
$7.04 |
$422,400 |
D/D |
60,000 |
66,400 |
|
- |
|
| Kelly Roland Thomas |
General Counsel |
• – – |
2021-01-15 |
4 |
A |
$7.04 |
$211,200 |
D/D |
30,000 |
30,100 |
|
- |
|
| Oltmann Christopher J |
Chief Accounting Officer |
• – – |
2021-01-15 |
4 |
A |
$7.04 |
$140,800 |
D/D |
20,000 |
21,750 |
|
- |
|
| Cowell Joseph A |
See below |
• – – |
2021-01-15 |
4 |
A |
$7.04 |
$211,200 |
D/D |
30,000 |
32,222 |
|
- |
|
| Farrar Christopher D. |
Chief Executive Officer |
• • – |
2021-01-15 |
4 |
A |
$7.04 |
$1,267,200 |
D/D |
180,000 |
185,000 |
|
- |
|
| Taylor Jeffrey T. |
Executive VP, Capital Markets |
• – – |
2021-01-15 |
4 |
A |
$7.04 |
$422,400 |
D/D |
60,000 |
64,823 |
|
- |
|
| Pitstick John |
|
– • – |
2020-09-04 |
4 |
B |
$4.78 |
$23,900 |
D/D |
5,000 |
25,000 |
0.01 |
43% |
|
| Taylor Jeffrey T. |
Executive VP, Capital Markets |
• – – |
2020-08-18 |
4 |
B |
$4.18 |
$5,016 |
D/D |
1,200 |
4,823 |
0.01 |
54% |
|
| Farrar Christopher D. |
Chief Executive Officer |
• • – |
2020-08-18 |
4 |
B |
$4.10 |
$20,500 |
D/D |
5,000 |
5,000 |
0.01 |
54% |
|
| Kelly Roland Thomas |
General CounselOfficer |
• – – |
2020-07-01 |
3 |
IO |
$0.00 |
$0 |
D/D |
0 |
100 |
|
39% |
|
| Pitstick John |
Director |
– • – |
2020-05-29 |
4 |
B |
$3.84 |
$76,712 |
D/D |
20,000 |
20,000 |
2.39 |
47% |
|
| Szczepaniak Mark R |
Chief Financial Officer |
• – – |
2020-05-26 |
4 |
B |
$3.25 |
$20,800 |
D/D |
6,400 |
6,400 |
2.74 |
40% |
|
| Oltmann Christopher J |
Chief Accounting Officer |
• – – |
2020-05-21 |
4 |
B |
$3.37 |
$3,370 |
D/D |
1,000 |
1,750 |
2.66 |
61% |
|
| Comley Graham M |
See Remarks |
• – – |
2020-05-19 |
4 |
B |
$2.56 |
$10,240 |
D/D |
4,000 |
4,000 |
2.74 |
73% |
|
| Cowell Joseph A |
Chief Operating Officer |
• – – |
2020-05-19 |
4 |
B |
$2.77 |
$4,155 |
D/D |
1,500 |
2,222 |
2.66 |
73% |
|
108 Records found
|
|
Page 4 of 5 |
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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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|
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|
0.18 (0.99%) 
