Velocity Financial, Inc. (VEL) Insider Ownership

Historic Insider Ownership Trends

VEL's three largest insider shareholders as of March 23, 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).

Top Direct Holders

Insider ownership data is derived from the last 60 months of Form 4 SEC filings.
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
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 118,994 0 29 Jan, 2026
Roland Thomas Kelly Chief Legal Officer And Gc 113,934 0 18 Mar, 2026
Mark R Szczepaniak Chief Financial Officer 0 73,119 02 Mar, 2026
John Pitstick 59,521 0 23 May, 2025
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

* 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.

Recent Insider Transactions

Detailed insider trading activity based on Form 4 SEC filings.
Download Data
Transaction Date Insider Name Security Class Transaction Type Shares Traded Price Shares Remaining Ownership Code
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 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 Christopher D. Farrar Common Stock D 64,705 $20.22 630,779 I F
28 Jan, 2026 Jeffrey T. Taylor Common Stock D 18,575 $20.22 182,887 D F
28 Jan, 2026 Fiona Tam Common Stock D 4,251 $20.22 48,429 D 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 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
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
23 Jan, 2026 Roland Thomas Kelly Common Stock D 1,416 $19.39 123,753 D F
23 Jan, 2026 Jeffrey T. Taylor Common Stock D 4,140 $19.39 185,907 D F
21 Jan, 2026 Roland Thomas Kelly Common Stock D 1,752 $19.53 125,169 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