Velocity Financial VEL Insider Ownership

NYSE VEL
$18.14 +0.02 (+0.11%)
As of: Sep 9, 2026 · 3:58 PM EDT

Insider Holdings by Owner

27.99Mn Shares

Insider Ownership Statistics

as of 30 Sep, 2026
Insider Ownership
0.100%
0% pp QoQ
Shares Held by Insiders
38.99K
filed for Sep 2026
0.00% QoQ
Shares Outstanding
38.80Mn
38,800,000 shares
Direct Holdings
38.99K
Indirect: 0
Net Shares Traded (QoQ)
0
no net change in Sep 2026
Insiders Holding Shares
11
with Form 4 holdings on file

Shares Owned by Insiders

Shares held % of outstanding
Latest
Average ownership
Peak ownership

Shares Purchased/Sold by Insiders

Bought Sold
Latest quarter
Net over range
Buying quarters

Insider Ownership Summary

Quarter ending 30 Sep, 2026

As of September 09, 2026, the three largest insider holders of VEL are Gp, Llc Spg (Director, 13.35Mn shares), Iii Spe I Llc Tobi (Director, 12.64Mn shares), Iii Spe I Llc Tobi (Director, 12.64Mn shares).

Form 4 Holdings

Insiders Holding VEL

Insiders 11
Shares held 27.99Mn
Of outstanding 72.15%
# 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 Aug, 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 38,988 0 38,988 0.1% 23 May, 2025

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.

Form 4 Filings

276 Insider Transactions

Source SEC Form 4
Latest quarter Sep 2026
Download Data
Date Insider Position Transaction Shares Price Value Shares Held After Ownership
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 Fiona Tam Chief Accounting Officer Disposed S 1,232 $19.00 $23.41K 47,129 Direct
11 Aug, 2026 Jeffrey T. Taylor Executive Vp, Capital Markets Disposed S 4,330 $19.06 $82.53K 172,490 Direct
10 Aug, 2026 Mark R Szczepaniak Chief Financial Officer Disposed S 2,000 $18.16 $36.32K 64,400 Indirect
06 Aug, 2026 Roland Thomas Kelly Chief Legal Officer And Gc Disposed S 1,600 $18.00 $28.80K 95,794 Direct
06 Aug, 2026 Mark R Szczepaniak Chief Financial Officer Disposed S 400 $18.00 $7.20K 66,400 Indirect
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 Roland Thomas Kelly Chief Legal Officer And Gc Acquired J 858 $18.46 $15.84K 99,852 Direct
30 Jun, 2026 Christopher D. Farrar Chief Executive Officer Acquired J 1,272 $18.46 $23.48K 399,665 Direct
26 Jun, 2026 Mark R Szczepaniak Chief Financial Officer Disposed S 1,573 $18.07 $28.42K 68,400 Indirect
26 May, 2026 John Pitstick Director Disposed D 3,603 $17.17 $61.86K 59,410 Direct
26 May, 2026 Joy L. Schaefer Director Disposed D 3,603 $17.17 $61.86K 40,798 Direct
21 May, 2026 John Pitstick Director Acquired A 5,413 $17.55 $95.00K 64,934 Direct
21 May, 2026 Joy L. Schaefer Director Acquired A 5,413 $17.55 $95.00K 44,401 Direct
21 May, 2026 Dorika M Beckett Director Acquired A 5,413 $17.55 $95.00K 41,311 Direct
01 May, 2026 Mark R Szczepaniak Chief Financial Officer Disposed S 1,573 $19.30 $30.36K 69,973 Indirect
17 Apr, 2026 Jeffrey T. Taylor Executive Vp, Capital Markets Disposed S 2,130 $20.00 $42.60K 178,985 Direct