Velocity Financial, Inc. — Insider Transactions
Form 4 filings by directors, officers, and 10%+ shareholders
SEC rules require corporate insiders — including directors, executive officers, and any shareholder owning more than 10% of a company's shares — to report changes in their ownership within two business days of a transaction. These disclosures are filed as Form 4. Open-market purchases (code P) are generally considered the most meaningful signal, as insiders are spending their own money.
| Insider | Title | Type | Shares | Price | Value | Owns After | Date |
|---|---|---|---|---|---|---|---|
| Taylor Jeffrey T. | Executive VP, Capital Markets | Sale | 7,571 | $20.03 | $151,647 | 161,721 | Dec 16, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Sale | 6,655 | $19.38 | $128,974 | 100,970 | Dec 2, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Sale | 1,572 | $19.34 | $30,402 | 46,967 | Dec 1, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Sale | 1,572 | $19.34 | $30,402 | 46,967 | Dec 1, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Sale | 1,572 | $18.50 | $29,082 | 48,539 | Nov 3, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Sale | 1,572 | $18.05 | $28,375 | 50,111 | Oct 1, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Sale | 1,572 | $18.85 | $29,632 | 51,683 | Sep 2, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Sale | 1,572 | $18.00 | $28,296 | 53,255 | Aug 12, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Sale | 1,572 | $18.44 | $28,988 | 54,827 | Jul 1, 2025 |
| Farrar Christopher D. | Chief Executive Officer | Other | 1,204 | $15.76 | $18,975 | 694,919 | Jun 30, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Other | 1,204 | $15.76 | $18,975 | 107,625 | Jun 30, 2025 |
| Beckett Dorika M | — | Award / Grant | 5,764 | $16.48 | $94,991 | 35,898 | May 23, 2025 |
| Pitstick John | — | Award / Grant | 5,764 | $16.48 | $94,991 | 63,898 | May 23, 2025 |
| Schaefer Joy L. | — | Award / Grant | 5,764 | $16.48 | $94,991 | 43,365 | May 23, 2025 |
| TOBI III SPE I LLC | — | Option Exercise | 1,673,958 | — | — | 12,637,764 | May 1, 2025 |
| Snow Phipps Group AIV, L.P. | — | Option Exercise | 892,777 | $2.96 | $2,642,620 | 13,165,542 | Mar 27, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Tax Withholding | 1,205 | $18.56 | $22,365 | 106,421 | Feb 14, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Tax Withholding | 2,678 | $18.56 | $49,704 | 162,811 | Feb 14, 2025 |
| Taylor Jeffrey T. | Executive VP, Capital Markets | Tax Withholding | 2,872 | $18.56 | $53,304 | 169,292 | Feb 14, 2025 |
| Tam Fiona | Chief Accounting Officer | Tax Withholding | 638 | $18.56 | $11,841 | 43,433 | Feb 14, 2025 |
| Farrar Christopher D. | Chief Executive Officer | Tax Withholding | 5,367 | $18.56 | $99,612 | 693,715 | Feb 14, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Tax Withholding | 4,321 | $18.42 | $79,593 | 165,489 | Jan 23, 2025 |
| Taylor Jeffrey T. | Executive VP, Capital Markets | Tax Withholding | 4,065 | $18.42 | $74,877 | 172,164 | Jan 23, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Tax Withholding | 2,113 | $18.42 | $38,921 | 107,626 | Jan 23, 2025 |
| Tam Fiona | Chief Accounting Officer | Tax Withholding | 543 | $18.42 | $10,002 | 44,071 | Jan 23, 2025 |
| Farrar Christopher D. | Chief Executive Officer | Award / Grant | 45,000 | — | — | 699,082 | Jan 21, 2025 |
| Tam Fiona | Chief Accounting Officer | Award / Grant | 3,750 | — | — | 48,178 | Jan 21, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Tax Withholding | 16,177 | $18.82 | $304,451 | 169,810 | Jan 21, 2025 |
| Taylor Jeffrey T. | Executive VP, Capital Markets | Tax Withholding | 16,583 | $18.82 | $312,092 | 176,229 | Jan 21, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Award / Grant | 6,750 | — | — | 117,109 | Jan 21, 2025 |
| Farrar Christopher D. | Chief Executive Officer | Award / Grant | 77,045 | $18.82 | $1,449,987 | 577,037 | Jan 21, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Award / Grant | 18,597 | $18.82 | $349,996 | 170,987 | Jan 21, 2025 |
| Taylor Jeffrey T. | Executive VP, Capital Markets | Award / Grant | 18,597 | $18.82 | $349,996 | 159,215 | Jan 21, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Award / Grant | 13,283 | $18.82 | $249,986 | 110,359 | Jan 21, 2025 |
| Tam Fiona | Chief Accounting Officer | Award / Grant | 3,188 | $18.82 | $59,998 | 44,428 | Jan 21, 2025 |
| Tam Fiona | Chief Accounting Officer | Tax Withholding | 742 | $18.72 | $13,890 | 38,052 | Jan 13, 2025 |
| Szczepaniak Mark R | Chief Financial Officer | Tax Withholding | 4,270 | $18.72 | $79,934 | 133,792 | Jan 13, 2025 |
| Taylor Jeffrey T. | Executive VP, Capital Markets | Tax Withholding | 3,343 | $18.72 | $62,581 | 140,618 | Jan 13, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Tax Withholding | 3,013 | $18.72 | $56,403 | 83,793 | Jan 13, 2025 |
| Tam Fiona | Chief Accounting Officer | Tax Withholding | 916 | $18.72 | $17,148 | 37,878 | Jan 13, 2025 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Other | 1,583 | $13.42 | $21,244 | 86,806 | Jun 28, 2024 |
| Farrar Christopher D. | Chief Executive Officer | Other | 1,583 | $13.42 | $21,244 | 564,020 | Jun 28, 2024 |
| Beckett Dorika M | — | Disposition | 4,964 | $17.88 | $88,756 | 29,785 | May 17, 2024 |
| Pitstick John | — | Disposition | 4,964 | $17.88 | $88,756 | 58,134 | May 17, 2024 |
| Schaefer Joy L. | — | Disposition | 4,964 | $17.88 | $88,756 | 37,601 | May 17, 2024 |
| Szczepaniak Mark R | Chief Financial Officer | Tax Withholding | 2,673 | $16.01 | $42,795 | 138,062 | Feb 14, 2024 |
| Taylor Jeffrey T. | Executive VP, Capital Markets | Tax Withholding | 2,859 | $16.01 | $45,773 | 143,961 | Feb 14, 2024 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Tax Withholding | 1,203 | $16.01 | $19,260 | 85,223 | Feb 14, 2024 |
| Tam Fiona | Chief Accounting Officer | Tax Withholding | 575 | $16.01 | $9,206 | 38,794 | Feb 14, 2024 |
| Kelly Roland Thomas | Chief Legal Officer and GC | Award / Grant | 11,834 | $15.86 | $187,687 | 74,592 | Jan 23, 2024 |