Velocity Financial's three largest insider shareholders as of September 29, 2026 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).
| # | Insider | Position | Direct | Indirect | Total | Share of Insiders | Last Filed |
|---|---|---|---|---|---|---|---|
| 1 | Gp, Llc Spg | Director, TenPercentOwner | 0 | 13,353,103 | 13,353,103 | 47.7% | 31 Mar, 2025 |
| 2 | Iii Spe I Llc Tobi | Director, TenPercentOwner | 12,637,764 | 0 | 12,637,764 | 45.1% | 02 May, 2025 |
| 3 | Christopher D. Farrar | Chief Executive Officer | 924,057 | 0 | 924,057 | 3.3% | 30 Jun, 2026 |
| 4 | Jeffrey T. Taylor | Executive Vp, Capital Markets | 365,967 | 0 | 365,967 | 1.3% | 11 Aug, 2026 |
| 5 | Roland Thomas Kelly | Chief Legal Officer And Gc | 225,060 | 0 | 225,060 | 0.8% | 01 Sep, 2026 |
| 6 | Mark R Szczepaniak | Chief Financial Officer | 137,458 | 64,400 | 201,858 | 0.7% | 10 Sep, 2026 |
| 7 | Fiona Tam | Chief Accounting Officer | 96,003 | 0 | 96,003 | 0.3% | 11 Aug, 2026 |
| 8 | John Pitstick | Director | 59,410 | 0 | 59,410 | 0.2% | 26 May, 2026 |
| 9 | Christopher J Oltmann | Corporate Treasurer | 49,686 | 0 | 49,686 | 0.2% | 16 Feb, 2022 |
| 10 | Dorika M Beckett | Director | 41,311 | 0 | 41,311 | 0.1% | 22 May, 2026 |
| 11 | Joy L. Schaefer | Director | 40,798 | 0 | 40,798 | 0.1% | 26 May, 2026 |
Each row is that insider’s most recently reported position, from Form 4 filings over the last 60 months — which is why this total does not tie to the quarterly series above, where a quarter counts only the insiders who filed in it. Shares held through a fund or institutional portfolio are counted on the institutional ownership page instead.
| Date | Insider | Position | Transaction | Shares | Price | Value | Shares Held After | Ownership |
|---|---|---|---|---|---|---|---|---|
| 10 Sep, 2026 | Mark R Szczepaniak | Chief Financial Officer | Disposed S | 2,000 | $18.03 | $36.06K | 64,400 | Indirect |
| 01 Sep, 2026 | Roland Thomas Kelly | Chief Legal Officer And Gc | Disposed S | 1,600 | $18.00 | $28.80K | 98,139 | Direct |
| 11 Aug, 2026 | Jeffrey T. Taylor | Executive Vp, Capital Markets | Disposed S | 4,330 | $19.06 | $82.53K | 172,490 | Direct |
| 11 Aug, 2026 | Fiona Tam | Chief Accounting Officer | Disposed S | 1,232 | $19.00 | $23.41K | 47,129 | Direct |
| 10 Aug, 2026 | Mark R Szczepaniak | Chief Financial Officer | Disposed S | 2,000 | $18.16 | $36.32K | 64,400 | Indirect |
| 06 Aug, 2026 | Mark R Szczepaniak | Chief Financial Officer | Disposed S | 400 | $18.00 | $7.20K | 66,400 | Indirect |
| 06 Aug, 2026 | Roland Thomas Kelly | Chief Legal Officer And Gc | Disposed S | 1,600 | $18.00 | $28.80K | 95,794 | Direct |
| 28 Jul, 2026 | Mark R Szczepaniak | Chief Financial Officer | Disposed S | 400 | $18.00 | $7.20K | 68,000 | Indirect |
| 07 Jul, 2026 | Fiona Tam | Chief Accounting Officer | Disposed S | 68 | $19.00 | $1.29K | 48,361 | Direct |
| 07 Jul, 2026 | Jeffrey T. Taylor | Executive Vp, Capital Markets | Disposed S | 2,165 | $19.00 | $41.14K | 176,820 | Direct |
| 01 Jul, 2026 | Roland Thomas Kelly | Chief Legal Officer And Gc | Disposed S | 1,600 | $18.57 | $29.71K | 98,252 | Direct |
| 30 Jun, 2026 | Christopher D. Farrar | Chief Executive Officer | Acquired J | 1,272 | $18.46 | $23.48K | 399,665 | Direct |
| 30 Jun, 2026 | Roland Thomas Kelly | Chief Legal Officer And Gc | Acquired J | 858 | $18.46 | $15.84K | 99,852 | Direct |
| 26 Jun, 2026 | Mark R Szczepaniak | Chief Financial Officer | Disposed S | 1,573 | $18.07 | $28.42K | 68,400 | Indirect |
| 26 May, 2026 | Joy L. Schaefer | Director | Disposed D | 3,603 | $17.17 | $61.86K | 40,798 | Direct |
| 26 May, 2026 | John Pitstick | Director | Disposed D | 3,603 | $17.17 | $61.86K | 59,410 | Direct |
| 21 May, 2026 | Dorika M Beckett | Director | Acquired A | 5,413 | $17.55 | $95.00K | 41,311 | Direct |
| 21 May, 2026 | Joy L. Schaefer | Director | Acquired A | 5,413 | $17.55 | $95.00K | 44,401 | Direct |
| 21 May, 2026 | John Pitstick | Director | Acquired A | 5,413 | $17.55 | $95.00K | 64,934 | Direct |
| 01 May, 2026 | Mark R Szczepaniak | Chief Financial Officer | Disposed S | 1,573 | $19.30 | $30.36K | 69,973 | Indirect |