Velocity Financial, Inc. (VEL) Insider Trading

Over the last 3 months, VEL insiders made 0 open-market buys and 10 sales, a net sale of -$286K (SEC Form 4). Over the last 6 months, 79 institutions increased and 63 reduced their position (13F).

Insider Activity

Sentiment
0/100
Buys (3m)
0
Sells (3m)
10
Net (3m)
-$286.0K
Insider trades by month Buys Sells
Mar
Apr
May
Jun
Jul
Aug
Context3-month price +3.2%Institutions accumulating (13F)
DateInsiderTypeSharesPrice
Aug 11, 2026Tam Fionaofficer: Chief Accounting OfficerSell1,232$19.00
Aug 11, 2026Taylor Jeffrey T.officer: Executive VP, Capital MarketsSell4,330$19.06
Aug 10, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell2,000$18.16
Aug 6, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell400$18.00
Aug 6, 2026Kelly Roland Thomasofficer: Chief Legal Officer and GCSell1,600$18.00
Jul 28, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell400$18.00
Jul 9, 2026Taylor Jeffrey T.officer: Executive VP, Capital MarketsSell2,165$19.00
Jul 9, 2026Tam Fionaofficer: Chief Accounting OfficerSell68$19.00
Jul 6, 2026Kelly Roland Thomasofficer: Chief Legal Officer and GCSell1,600$18.57
Jun 29, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell1,573$18.07
May 22, 2026Beckett Dorika MdirectorGrant5,413$17.55
May 22, 2026Schaefer Joy L.directorGrant5,413$17.55
May 22, 2026Pitstick JohndirectorGrant5,413$17.55
May 4, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell1,573$19.30
Apr 17, 2026Taylor Jeffrey T.officer: Executive VP, Capital MarketsSell2,130$20.00
Apr 1, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell1,573$18.13
Mar 31, 2026Kelly Roland Thomasofficer: Chief Legal Officer and GCSell814$18.22
Mar 31, 2026Kelly Roland Thomasofficer: Chief Legal Officer and GCSell14,026$18.03
Mar 2, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell1,573$18.32
Feb 2, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerSell1,573$20.53
Feb 2, 2026Taylor Jeffrey T.officer: Executive VP, Capital MarketsSell1,772$20.33
Jan 29, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerTax23,540$20.22
Jan 29, 2026Tam Fionaofficer: Chief Accounting OfficerTax4,251$20.22
Jan 29, 2026Kelly Roland Thomasofficer: Chief Legal Officer and GCTax16,170$20.22
Jan 29, 2026Farrar Christopher D.director, officer: Chief Executive OfficerTax64,705$20.22
Jan 29, 2026Taylor Jeffrey T.officer: Executive VP, Capital MarketsTax18,575$20.22
Jan 26, 2026Tam Fionaofficer: Chief Accounting OfficerTax453$19.39
Jan 26, 2026Taylor Jeffrey T.officer: Executive VP, Capital MarketsSell1,770$20.00
Jan 26, 2026Farrar Christopher D.director, officer: Chief Executive OfficerTax23,171$19.39
Jan 26, 2026Szczepaniak Mark Rofficer: Chief Financial OfficerTax4,329$19.39

Source: VEL SEC Form 4 filings, latest Aug 11, 2026. For informational purposes only — not investment advice.

Institutional activity (13F)

How institutions changed their VEL positions over the last 6 months (SEC Form 13F).

Increased
79
New positions
36
Reduced
63
Sold out
16
Largest moves
InstitutionActionSharesFiled
SNOW PHIPPS GROUP, LLCUnchanged13.4MApr 14, 2026
Snow Phipps Group, LLCUnchanged13.4MJul 9, 2026
Allianz Asset Management GmbHUnchanged12.6MAug 14, 2026
ALLIANZ ASSET MANAGEMENT GMBHUnchanged12.6MMay 11, 2026
Beach Point Capital Management LPIncreased6.6MJul 22, 2026
BEACH POINT CAPITAL MANAGEMENT LPReduced6.6MApr 20, 2026
BLACKROCK, INC.Reduced1.6MMay 13, 2026
BlackRock, Inc.Reduced1.5MAug 7, 2026
HBK INVESTMENTS L PUnchanged738KAug 14, 2026
HBK INVESTMENTS L PNew Position738KMay 15, 2026
DIMENSIONAL FUND ADVISORS LPIncreased657KAug 11, 2026
DIMENSIONAL FUND ADVISORS LPIncreased583KMay 7, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Increased506KAug 14, 2026
VANGUARD CAPITAL MANAGEMENT LLCIncreased487KAug 13, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.Increased483KMay 15, 2026

Source: SEC Form 13F filings. For informational purposes only — not investment advice.