According to recent filings covering the 90 days ending February 19, 2026, the three most significant insider holders at Velocity Financial are Director Gp, Llc Spg (13.35Mn shares), Director Iii Spe I Llc Tobi (12.64Mn shares), Chief Executive Officer Christopher D. Farrar (1.16Mn shares).
| Holder | Position | Shares | Report Date |
|---|---|---|---|
| Gp, Llc Spg | 13,353,103 | 31 Mar, 2025 | |
| Iii Spe I Llc Tobi | 12,637,764 | 02 May, 2025 | |
| Christopher D. Farrar | Chief Executive Officer | 1,155,171 | 16 Jan, 2026 |
| Mark R Szczepaniak | Chief Financial Officer | 212,150 | 16 Jan, 2026 |
| Jeffrey T. Taylor | Executive Vp And Capital Markets | 181,115 | 02 Feb, 2026 |
| Roland Thomas Kelly | Chief Legal Officer And Gc | 118,994 | 29 Jan, 2026 |
| John Pitstick | 59,521 | 27 May, 2025 | |
| Fiona Tam | Chief Accounting Officer | 48,429 | 29 Jan, 2026 |
| Joy L. Schaefer | 38,988 | 27 May, 2025 | |
| Dorika M Beckett | 35,898 | 27 May, 2025 | |
| Christopher J Oltmann | Corporate Treasurer | 26,718 | 16 Feb, 2022 |
* Please note that the shares above only reflect shares from the fund portfolio and the institutional portfolio. Shares from the personal portfolio are excluded from this Institutional Ownership Page. See these insiders' latest transactions here on Insider Page.
| Transaction Date | Insider Name | Security Class | Transaction Type | Shares Traded | Price | Shares Remaining | Ownership | Code |
|---|---|---|---|---|---|---|---|---|
| 02 Feb, 2026 | Jeffrey T. Taylor | Common Stock | D | 1,772 | $20.33 | 181,115 | D | S |
| 02 Feb, 2026 | Mark R Szczepaniak | Common Stock | D | 1,573 | $20.53 | 74,692 | I | S |
| 28 Jan, 2026 | Jeffrey T. Taylor | Common Stock | D | 18,575 | $20.22 | 182,887 | D | F |
| 28 Jan, 2026 | Christopher D. Farrar | Common Stock | D | 64,705 | $20.22 | 630,779 | I | F |
| 28 Jan, 2026 | Mark R Szczepaniak | Common Stock | D | 23,540 | $20.22 | 76,265 | I | F |
| 28 Jan, 2026 | Roland Thomas Kelly | Common Stock | D | 16,170 | $20.22 | 118,994 | D | F |
| 28 Jan, 2026 | Fiona Tam | Common Stock | D | 4,251 | $20.22 | 48,429 | D | F |
| 26 Jan, 2026 | Jeffrey T. Taylor | Common Stock | D | 1,770 | $20.00 | 184,137 | D | S |
| 23 Jan, 2026 | Jeffrey T. Taylor | Common Stock | D | 4,140 | $19.39 | 185,907 | D | F |
| 23 Jan, 2026 | Christopher D. Farrar | Common Stock | D | 23,171 | $19.39 | 553,734 | I | F |
| 23 Jan, 2026 | Mark R Szczepaniak | Common Stock | D | 4,329 | $19.39 | 56,493 | I | F |
| 23 Jan, 2026 | Roland Thomas Kelly | Common Stock | D | 1,416 | $19.39 | 123,753 | D | F |
| 23 Jan, 2026 | Fiona Tam | Common Stock | D | 453 | $19.39 | 47,880 | D | F |
| 21 Jan, 2026 | Jeffrey T. Taylor | Common Stock | D | 3,430 | $19.53 | 190,047 | D | F |
| 21 Jan, 2026 | Christopher D. Farrar | Common Stock | D | 25,681 | $19.53 | 538,877 | I | F |
| 21 Jan, 2026 | Mark R Szczepaniak | Common Stock | D | 3,374 | $19.53 | 52,754 | I | F |
| 21 Jan, 2026 | Roland Thomas Kelly | Common Stock | D | 1,752 | $19.53 | 125,169 | D | F |
| 21 Jan, 2026 | Fiona Tam | Common Stock | D | 541 | $19.53 | 48,333 | D | F |
| 15 Jan, 2026 | Jeffrey T. Taylor | Common Stock | A | 19,132 | $19.60 | 174,345 | D | A |
| 15 Jan, 2026 | Jeffrey T. Taylor | Performance Stock Units | A | 19,132 | $19.60 | 193,477 | D | A |