As of April 22, 2026, Velocity Financial's top three insider holders are Gp, Llc Spg (Director, 13.35Mn shares), Iii Spe I Llc Tobi (Director, 12.64Mn shares), Christopher D. Farrar (Chief Executive Officer, 630.78K shares).
| Holder | Position | Shares (Direct) | Shares (Indirect) | Report Date |
|---|---|---|---|---|
| Gp, Llc Spg | - | 0 | 13,353,103 | 31 Mar, 2025 |
| Iii Spe I Llc Tobi | - | 12,637,764 | 0 | 02 May, 2025 |
| Christopher D. Farrar | Chief Executive Officer | 0 | 630,779 | 29 Jan, 2026 |
| Christopher D. Farrar | Chief Executive Officer | 524,392 | 0 | 16 Jan, 2026 |
| Christopher D. Farrar | Chief Executive Officer | 435,107 | 0 | 16 Jan, 2026 |
| Jeffrey T. Taylor | Executive Vp, Capital Markets | 193,477 | 0 | 16 Jan, 2026 |
| Jeffrey T. Taylor | Executive Vp, Capital Markets | 181,115 | 0 | 02 Feb, 2026 |
| Mark R Szczepaniak | Chief Financial Officer | 137,458 | 0 | 16 Jan, 2026 |
| Roland Thomas Kelly | Chief Legal Officer And Gc | 126,921 | 0 | 16 Jan, 2026 |
| Mark R Szczepaniak | Chief Financial Officer | 118,326 | 0 | 16 Jan, 2026 |
| Roland Thomas Kelly | Chief Legal Officer And Gc | 98,994 | 0 | 31 Mar, 2026 |
| Mark R Szczepaniak | Chief Financial Officer | 0 | 76,265 | 29 Jan, 2026 |
| Mark R Szczepaniak | Chief Financial Officer | 0 | 71,546 | 01 Apr, 2026 |
| John Pitstick | - | 59,521 | 0 | 23 May, 2025 |
| Fiona Tam | Chief Accounting Officer | 48,874 | 0 | 16 Jan, 2026 |
| Fiona Tam | Chief Accounting Officer | 48,429 | 0 | 29 Jan, 2026 |
| Joy L. Schaefer | - | 38,988 | 0 | 23 May, 2025 |
| Dorika M Beckett | - | 35,898 | 0 | 27 May, 2025 |
| Christopher J Oltmann | Corporate Treasurer | 26,718 | 0 | 16 Feb, 2022 |
| Christopher J Oltmann | Corporate Treasurer | 22,968 | 0 | 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 |
|---|---|---|---|---|---|---|---|---|
| 01 Apr, 2026 | Mark R Szczepaniak | Common Stock | D | 1,573 | $18.13 | 71,546 | I | S |
| 30 Mar, 2026 | Roland Thomas Kelly | Common Stock | D | 14,026 | $18.03 | 99,808 | D | S |
| 31 Mar, 2026 | Roland Thomas Kelly | Common Stock | D | 814 | $18.22 | 98,994 | D | S |
| 17 Mar, 2026 | Roland Thomas Kelly | Common Stock | D | 5,160 | $18.06 | 113,934 | D | S |
| 02 Mar, 2026 | Mark R Szczepaniak | Common Stock | D | 1,573 | $18.32 | 73,119 | I | S |
| 02 Feb, 2026 | Mark R Szczepaniak | Common Stock | D | 1,573 | $20.53 | 74,692 | I | S |
| 02 Feb, 2026 | Jeffrey T. Taylor | Common Stock | D | 1,772 | $20.33 | 181,115 | D | S |
| 28 Jan, 2026 | Mark R Szczepaniak | Common Stock | D | 23,540 | $20.22 | 76,265 | I | F |
| 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 | Fiona Tam | Common Stock | D | 4,251 | $20.22 | 48,429 | D | F |
| 28 Jan, 2026 | Roland Thomas Kelly | Common Stock | D | 16,170 | $20.22 | 118,994 | D | F |
| 23 Jan, 2026 | Fiona Tam | Common Stock | D | 453 | $19.39 | 47,880 | D | F |
| 23 Jan, 2026 | Christopher D. Farrar | Common Stock | D | 23,171 | $19.39 | 553,734 | I | F |
| 23 Jan, 2026 | Jeffrey T. Taylor | Common Stock | D | 4,140 | $19.39 | 185,907 | D | F |
| 26 Jan, 2026 | Jeffrey T. Taylor | Common Stock | D | 1,770 | $20.00 | 184,137 | D | S |
| 23 Jan, 2026 | Roland Thomas Kelly | Common Stock | D | 1,416 | $19.39 | 123,753 | D | F |
| 23 Jan, 2026 | Mark R Szczepaniak | Common Stock | D | 4,329 | $19.39 | 56,493 | I | F |
| 21 Jan, 2026 | Fiona Tam | Common Stock | D | 541 | $19.53 | 48,333 | D | F |
| 21 Jan, 2026 | Jeffrey T. Taylor | Common Stock | D | 3,430 | $19.53 | 190,047 | D | F |