🕵️ Velocity Financial Inc ($VEL)
SEC insider & ownership activity, last 12 months · CIK 1692376 · every row links its SEC filing
Over the last 12 months insiders sold $1.4M with no open-market buying against it. Roland Kelly sold $577K (Dec–Sep). SPG GP, LLC trimmed 36.6% → 34.7%. No red-flag 8-Ks in the window.
Monthly net open-market insider flow, last 12 months (up = net buying)
Insider flow
0 buyers, $0 (0 lots) · 4 sellers, $1.4M (29 lots)
| Insider | Buys | Bought | Sells | Sold | Last |
|---|---|---|---|---|---|
| Roland Kelly | 0 | – | 7 | $577K | Sep 1, 2026 |
| Taylor Family Trust | 0 | – | 7 | $451K | Aug 11, 2026 |
| Mark R. Szczepaniak | 0 | – | 13 | $354K | Sep 10, 2026 |
| Tam Fiona | 0 | – | 2 | $25K | Aug 11, 2026 |
5%+ holders
| Holder | Stake | Class | Schedule | Event | |
|---|---|---|---|---|---|
| Ian K. Snow | 34.7% | 13D | Aug 8, 2025 | filing ↗ | |
| SPG GP, LLC | 34.7% | 13D | Aug 8, 2025 | filing ↗ | |
| Pacific Investment Management Company LLC | 33.1% | 13D | May 1, 2025 | filing ↗ | |
| SNOW Phipps Group AIV, L.P. | 32.1% | 13D | Aug 8, 2025 | filing ↗ | |
| Beach Point Capital Management LP | 17.9% | 13G | Feb 13, 2026 | filing ↗ | |
| Beach Point GP LLC | 17.9% | 13G | Feb 13, 2026 | filing ↗ |
Planned insider sales (Form 144)
| Seller | Planned | Approx. sale date | |
|---|---|---|---|
| Szczepaniak Family Trust U/A/D 08/10/2021 | $36K | Sep 10, 2026 | filing ↗ |
| Fiona Tam | $23K | Aug 11, 2026 | filing ↗ |
| Taylor Family Trust | $79K | Aug 11, 2026 | filing ↗ |
| Szczepaniak Family Trust U/A/D 08/10/2021 | $37K | Aug 10, 2026 | filing ↗ |
| Szczepaniak Family Trust U/A/D 08/10/2021 | $35K | Jul 28, 2026 | filing ↗ |
| Fiona Tam | $1K | Jul 7, 2026 | filing ↗ |
| Taylor Family Trust | $40K | Jul 7, 2026 | filing ↗ |
| Roland Kelly | $89K | Jul 1, 2026 | filing ↗ |
| Szczepaniak Family Trust U/A DTD 08/10/2021 | $61K | May 1, 2026 | filing ↗ |
| Taylor Family Trust | $136K | Apr 17, 2026 | filing ↗ |
| Roland Kelly | $264K | Mar 30, 2026 | filing ↗ |
| Roland Kelly | $89K | Mar 17, 2026 | filing ↗ |
| Szczepaniak Family Trust U/A DTD 08/10/2021 | $121K | Jan 15, 2026 | filing ↗ |
| Taylor Family Trust | $313K | Dec 16, 2025 | filing ↗ |
| Roland Kelly | $129K | Dec 2, 2025 | filing ↗ |
| Szczepaniak Family Trust U/A DTD 08/10/2021 | $86K | Oct 1, 2025 | filing ↗ |
Material events (8-K)
| Item | Event date | |
|---|---|---|
| Material agreement (1.01) | Aug 26, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 26, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 26, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Aug 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 5, 2026 | filing ↗ |
| Earnings (2.02) | Aug 5, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Aug 5, 2026 | filing ↗ |
| Shareholder vote (5.07) | May 21, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 21, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | May 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 6, 2026 | filing ↗ |
| Earnings (2.02) | May 6, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | May 6, 2026 | filing ↗ |
| Earnings (2.02) | Mar 11, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 11, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Mar 11, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Mar 11, 2026 | filing ↗ |
| Material agreement (1.01) | Jan 30, 2026 | filing ↗ |
| Other events (8.01) | Jan 30, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 30, 2026 | filing ↗ |
| Material agreement (1.01) | Jan 28, 2026 | filing ↗ |
| Other events (8.01) | Jan 28, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 28, 2026 | filing ↗ |
| Earnings (2.02) | Jan 26, 2026 | filing ↗ |
| Other events (8.01) | Jan 26, 2026 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Jan 26, 2026 | filing ↗ |
| Officer/director changes (5.02) | Jan 15, 2026 | filing ↗ |
| Reg FD disclosure (7.01) | Dec 16, 2025 | filing ↗ |
| Other events (8.01) | Dec 16, 2025 | filing ↗ |
| Financial Statements and Exhibits (9.01) | Dec 16, 2025 | filing ↗ |