Insider Holders & Insider Ownership - Velocity Financial Inc. (VEL)

List of insiders holdings for Velocity Financial Inc.:
  1. Shares directly owned by the insider.
  2. Shares indirectly owned by the insider.
  3. Total shares owned by the insider (sum of shares directly and indirectly owned).
  4. Total market value if available.
  5. Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
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# Insider Holder Name Report
Date Time
Shares Owned
Directly
Indirectly
Total
Shares Owned
Filing
1 SPG GP LLC
Snow Ian K
Snow Phipps Group AIV L.P.
Snow Phipps Group (RPV) L.P.
Snow Phipps Group AIV (Offshore) L.P.
Snow Phipps Group (B) L.P.
SPG Co-Investment L.P.
Director
10% Owner
2025-03-31 17:31:15 0
13,353,103
13,353,103 Form 4
2 TOBI III SPE I LLC
PACIFIC INVESTMENT MANAGEMENT CO LLC
LVS III Holding LP
Director
10% Owner
2025-04-15 21:30:28 12,637,764
0
12,637,764 Form 13D
3 Farrar Christopher D.
Chief Executive Officer
2025-02-19 10:53:07 693,715
202,916
896,631 Form 4
4 Taylor Jeffrey T.
Executive VP, Capital Markets
2025-02-19 10:53:40 169,292
0
169,292 Form 4
5 Szczepaniak Mark R
Chief Financial Officer
2025-02-19 10:53:56 162,811
0
162,811 Form 4
6 Kelly Roland Thomas
Chief Legal Officer and GC
2025-02-19 10:54:17 106,421
0
106,421 Form 4
7 Pitstick John
Director
2024-05-21 12:52:30 58,134
0
58,134 Form 4
8 Tam Fiona
Chief Accounting Officer
2025-02-19 10:53:24 43,433
0
43,433 Form 4
9 Schaefer Joy L.
Director
2024-05-21 12:52:13 37,601
0
37,601 Form 4
10 Cowell Joseph A
See below
2021-01-19 17:00:17 32,222
0
32,222 Form 4
11 Comley Graham M
See Remarks
2021-01-19 17:00:11 30,100
0
30,100 Form 4
12 Beckett Dorika M
Director
2024-05-21 12:52:52 29,785
0
29,785 Form 4
13 Oltmann Christopher J
Corporate Treasurer
2022-02-16 16:21:04 26,718
0
26,718 Form 4
14 Pless John A
Director
2020-01-17 21:18:26 0
0
0 Form 3
15 Maasarani Omar
Director
2023-04-12 14:35:42 0
0
0 Form 3
16 Verner Katherine
Director
2021-06-30 15:33:26 0
0
0 Form 3
17 Chiao Michael
Director
2021-05-07 14:22:56 0
0
0 Form 3
18 Ballen Daniel
Director
2021-04-30 19:06:17 0
0
0 Form 4
19 Mantel Alan H
Director
2020-01-17 21:20:45 0
0
0 Form 3