Velocity Financial, Inc. (VEL) — Insider Trading

AI-Powered SEC Filing Analysis

Latest Insider Trading Filed: 2026-01-16

Key Insights

Mark Szczepaniak, the Chief Financial Officer of Velocity Financial, Inc., has acquired 19,132 shares of the company's common stock, indicating his confidence in the firm's performance.
Szczepaniak has also been granted 19,132 performance stock units, which will vest based on the company's average annual core net income growth over the next three fiscal years.
The reporting person holds a total of 137,458 shares of Velocity Financial, Inc., including indirect ownership through a family trust, suggesting a significant stake in the company.

Want the newest filings?

This analysis covers the filing from 2026-01-16. New 10-K, 10-Q and 8-K filings are analyzed the moment they are released — exclusively in the app.

Download on the App Store Open in app →

Earlier Insider Trading filings

Filed: 2026-01-16

Executive VP Jeffrey Taylor has acquired 19,132 shares of Velocity Financial, Inc. (VEL) common stock, increasing his direct ownership to 174,345 shares.
Taylor has also been granted 19,132 performance stock units (PSUs), which are subject to vesting based on Velocity's core net income growth over the next 3 years.
The insider buying and PSU grant suggest that Taylor is bullish on Velocity's future performance and is aligning his compensation with long-term shareholder value creation.

Filed: 2026-01-16

Roland T. Kelly, the Chief Legal Officer and General Counsel of Velocity Financial, Inc., acquired 14,030 shares of the company's common stock at a price of $19.6 per share, increasing his beneficial ownership to 112,891 shares.
Kelly also received a grant of 14,030 Performance Stock Units (PSUs), which are subject to vesting based on Velocity's average annual performance as measured by Core Net Income Annual Growth for fiscal years 2026-2028.
The insider buying and equity-based compensation grants suggest that Kelly is confident in Velocity's future performance and is aligning his interests with those of shareholders.

Filed: 2026-01-16

Insider Fiona Tam, the Chief Accounting Officer, acquired 3,061 shares of Velocity Financial (VEL) at $19.6 per share, increasing her direct ownership to 45,813 shares.
Tam was also granted 3,061 Performance Stock Units (PSUs) that will vest based on the company's average annual Core Net Income growth over the next 3 fiscal years.
The insider buying and PSU grant suggest Tam has a positive outlook on Velocity Financial's future performance and aligns her incentives with shareholders.

Filed: 2026-01-16

Insider Christopher D. Farrar, the Chief Executive Officer, acquired a significant amount of 89,285 shares of Velocity Financial, Inc. (VEL) at $19.6 per share, indicating his confidence in the company's prospects.
Farrar also received a grant of 89,285 Performance Stock Units (PSUs), which are subject to vesting based on the company's average annual performance over the next 3 fiscal years, further aligning his interests with shareholders.
The insider's substantial stock purchases and equity-based compensation suggest a positive outlook for Velocity Financial, as the CEO is incentivized to drive the company's long-term success.

Filed: 2026-01-15

Fiona Tam, the Chief Accounting Officer of Velocity Financial, Inc. (VEL), sold 681 shares of common stock on January 13, 2026, retaining 42,752 shares.
The shares were sold to cover tax liabilities resulting from the vesting of previously granted restricted stock, indicating an insider transaction rather than a voluntary sale.
The transaction amount is relatively small compared to Tam's overall holdings, suggesting this may not be a significant indication of her outlook on the company's future performance.

Filed: 2026-01-15

Roland T. Kelly, the Chief Legal Officer and General Counsel, has disposed of 2,109 shares of Velocity Financial, Inc. (VEL) common stock through a withholding transaction to cover tax liabilities.
Kelly's holdings of VEL common stock have decreased to 98,861 shares following the reported transaction.
The transaction appears to be a routine tax withholding event related to the vesting of previously granted restricted stock awards.

Filed: 2026-01-15

The reporting person, Jeffrey T. Taylor, Executive VP of Capital Markets at Velocity Financial, Inc. (VEL), disposed of 3,459 shares of common stock on January 13, 2026 at a price of $18.7 per share.
The transaction was a disposition of shares to cover tax liabilities resulting from the vesting of previously granted restricted stock, indicating the executive's continued ownership of 155,213 shares.
Insider transactions can provide insights into management's views on the company's prospects and valuation, though the disposition in this case appears to be a routine tax-related transaction.

Filed: 2026-01-15

Insider Mark R. Szczepaniak, the Chief Financial Officer, has disposed of 4,255 shares of Velocity Financial, Inc. (VEL) through a share withholding transaction for tax liabilities.
Szczepaniak continues to hold a significant stake in the company, with a direct ownership of 99,194 shares and an additional 51,502 shares held indirectly through a family trust.
The share disposition appears to be a routine tax-related transaction and not an indication of any broader sell-off by the CFO, who remains a substantial shareholder in the company.

Filed: 2026-01-15

The reporting person, Christopher D. Farrar, the Chief Executive Officer and a Director of Velocity Financial, Inc., has disposed of 8,854 shares of the company's common stock, likely to cover tax liabilities resulting from the vesting of previously granted restricted stock.
Farrar still holds a significant stake in the company, with 345,822 shares owned directly and an additional 522,411 shares held indirectly through a family trust.
The transaction appears to be a routine tax-related event and does not necessarily indicate a change in Farrar's long-term investment outlook or confidence in the company.

Filed: 2026-01-15

The reporting person, Mark R. Szczepaniak, who is the Chief Financial Officer of Velocity Financial, Inc. (VEL), has sold 1,573 shares of the company's common stock at a weighted average price of $19.5085 per share.
Following the reported transaction, Szczepaniak still beneficially owns a significant number of shares, with 49,929 shares held through a family trust and an additional 99,194 shares held directly.
The transaction appears to be a routine sale of shares by an insider and does not indicate any significant change in Szczepaniak's overall ownership position or the company's financial condition.

Other reports for Velocity Financial, Inc.

Current Report

Important Information

AI-generated analysis is for informational purposes only. Always read original SEC filings and consult with qualified professionals before making investment decisions.