VEL insider buying and SEC filings, explained
Velocity Financial, Inc. · CIK 1692376
Tracked: Forms 3/4/5, 8-K, NT · All filings on sec.gov
Insider activity in the last 12 months
Bought
$0
Insiders who bought
0
Sold (not marked 10b5-1)
$129K
Planned sales (10b5-1)
$1.2M
Insider purchases and sales, last 12 months
| Traded | Type | What was filed | Source |
|---|---|---|---|
| Sep 10, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 2,000 shares indirectly (by trust) at about $18.03 ($36K), marked as a 10b5-1 plan trade. Holdings by trust down 3% to 64,400 shares. | SEC filing Filed Sep 10, 2026 |
| Sep 1, 2026 | Planned (10b5-1) | Roland Thomas Kelly (Chief Legal Officer and GC) sold 1,600 shares at about $18.00 ($29K), marked as a 10b5-1 plan trade. Holdings down 2% to 98,139 shares. | SEC filing Filed Sep 1, 2026 |
| Aug 11, 2026 | Planned (10b5-1) | Jeffrey T. Taylor (Executive VP, Capital Markets) sold 4,330 shares at about $19.06 ($83K), marked as a 10b5-1 plan trade. Holdings down 2% to 172,490 shares. | SEC filing Filed Aug 11, 2026 |
| Aug 11, 2026 | Planned (10b5-1) | Fiona Tam (Chief Accounting Officer) sold 1,232 shares at $19.00 ($23K), marked as a 10b5-1 plan trade. Holdings down 3% to 47,129 shares. | SEC filing Filed Aug 11, 2026 |
| Aug 10, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 2,000 shares indirectly (by trust) at about $18.16 ($36K), marked as a 10b5-1 plan trade. Holdings by trust down 3% to 64,400 shares. | SEC filing Filed Aug 10, 2026 |
| Aug 6, 2026 | Planned (10b5-1) | Roland Thomas Kelly (Chief Legal Officer and GC) sold 1,600 shares at about $18.00 ($29K), marked as a 10b5-1 plan trade. Holdings down 2% to 95,794 shares. | SEC filing Filed Aug 6, 2026 |
| Aug 6, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 400 shares indirectly (by trust) at about $18.00 ($7K), marked as a 10b5-1 plan trade. Holdings by trust down 1% to 66,400 shares. | SEC filing Filed Aug 6, 2026 |
| Jul 28, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 400 shares indirectly (by trust) at about $18.00 ($7K), marked as a 10b5-1 plan trade. Holdings by trust down 1% to 68,000 shares. | SEC filing Filed Jul 28, 2026 |
| Jul 7, 2026 | Planned (10b5-1) | Fiona Tam (Chief Accounting Officer) sold 68 shares at $19.00 ($1K), marked as a 10b5-1 plan trade. Holdings down <1% to 48,361 shares. | SEC filing Filed Jul 9, 2026 |
| Jul 7, 2026 | Planned (10b5-1) | Jeffrey T. Taylor (Executive VP, Capital Markets) sold 2,165 shares at $19.00 ($41K), marked as a 10b5-1 plan trade. Holdings down 1% to 176,820 shares. | SEC filing Filed Jul 9, 2026 |
| Jul 1, 2026 | Planned (10b5-1) | Roland Thomas Kelly (Chief Legal Officer and GC) sold 1,600 shares at about $18.57 ($30K), marked as a 10b5-1 plan trade. Holdings down 2% to 98,252 shares. | SEC filing Filed Jul 6, 2026 |
| Jun 26, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 1,573 shares indirectly (by trust) at about $18.07 ($28K), marked as a 10b5-1 plan trade. Holdings by trust down 2% to 68,400 shares. | SEC filing Filed Jun 29, 2026 |
| May 1, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 1,573 shares indirectly (by trust) at about $19.30 ($30K), marked as a 10b5-1 plan trade. Holdings by trust down 2% to 69,973 shares. | SEC filing Filed May 4, 2026 |
| Apr 17, 2026 | Planned (10b5-1) | Jeffrey T. Taylor (Executive VP, Capital Markets) sold 2,130 shares at about $20.00 ($43K), marked as a 10b5-1 plan trade. Holdings down 1% to 178,985 shares. | SEC filing Filed Apr 17, 2026 |
| Apr 1, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 1,573 shares indirectly (by trust) at about $18.13 ($29K), marked as a 10b5-1 plan trade. Holdings by trust down 2% to 71,546 shares. | SEC filing Filed Apr 1, 2026 |
| Mar 30–31, 2026 | Planned (10b5-1) | Roland Thomas Kelly (Chief Legal Officer and GC) sold 14,840 shares between Mar 30 and Mar 31 at about $18.04 ($268K), marked as a 10b5-1 plan trade. Holdings down 13% to 98,994 shares. | SEC filing Filed Mar 31, 2026 |
| Mar 17, 2026 | Planned (10b5-1) | Roland Thomas Kelly (Chief Legal Officer and GC) sold 5,160 shares at about $18.06 ($93K), marked as a 10b5-1 plan trade. Holdings down 4% to 113,934 shares. | SEC filing Filed Mar 18, 2026 |
| Mar 2, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 1,573 shares indirectly (by trust) at about $18.32 ($29K), marked as a 10b5-1 plan trade. Holdings by trust down 2% to 73,119 shares. | SEC filing Filed Mar 2, 2026 |
| Feb 2, 2026 | Planned (10b5-1) | Jeffrey T. Taylor (Executive VP, Capital Markets) sold 1,772 shares at about $20.33 ($36K), marked as a 10b5-1 plan trade. Holdings down 1% to 181,115 shares. | SEC filing Filed Feb 2, 2026 |
| Feb 2, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 1,573 shares indirectly (by trust) at about $20.53 ($32K), marked as a 10b5-1 plan trade. Holdings by trust down 2% to 74,692 shares. | SEC filing Filed Feb 2, 2026 |
| Jan 26, 2026 | Planned (10b5-1) | Jeffrey T. Taylor (Executive VP, Capital Markets) sold 1,770 shares at $20.00 ($35K), marked as a 10b5-1 plan trade. Holdings down 1% to 184,137 shares. | SEC filing Filed Jan 26, 2026 |
| Jan 15, 2026 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 1,573 shares indirectly (by trust) at about $19.51 ($31K), marked as a 10b5-1 plan trade. Holdings by trust down 3% to 49,929 shares. | SEC filing Filed Jan 15, 2026 |
| Dec 31, 2025 | Planned (10b5-1) | Jeffrey T. Taylor (Executive VP, Capital Markets) sold 3,049 shares at about $20.13 ($61K), marked as a 10b5-1 plan trade. Holdings down 2% to 158,672 shares. | SEC filing Filed Jan 2, 2026 |
| Dec 16, 2025 | Planned (10b5-1) | Jeffrey T. Taylor (Executive VP, Capital Markets) sold 7,571 shares at about $20.03 ($152K), marked as a 10b5-1 plan trade. Holdings down 4% to 161,721 shares. | SEC filing Filed Dec 16, 2025 |
| Dec 2, 2025 | Sale | Roland Thomas Kelly (Chief Legal Officer and GC) sold 6,655 shares at about $19.38 ($129K). Holdings down 6% to 100,970 shares. Not marked as a 10b5-1 plan trade. | SEC filing Filed Dec 2, 2025 |
| Dec 1, 2025 | Planned (10b5-1) Amended filing | Mark R Szczepaniak (CFO) sold 1,572 shares indirectly (by trust) at about $19.34 ($30K), marked as a 10b5-1 plan trade. Holdings by trust down 3% to 46,967 shares. This amends a filing from Dec 1, 2025. | SEC filing Filed Dec 1, 2025 |
| Nov 3, 2025 | Planned (10b5-1) | Mark R Szczepaniak (CFO) sold 1,572 shares indirectly (by trust) at about $18.50 ($29K), marked as a 10b5-1 plan trade. Holdings by trust down 3% to 48,539 shares. | SEC filing Filed Nov 3, 2025 |
32 routine transactions (such as grants, option exercises or tax withholding) are not listed.
Cluster buys
No cluster buys in the last 12 months.
Red flags
No red flags in the last 12 months.
Key events
No key events in the last 12 months.
8-K filings, last 12 months
No 8-K filings in the last 12 months.
Red flags are objective triggers only: the item or form filed, never an opinion.
Follow VEL in the Insider Ledger app
Get the appA plain-English brief of insider purchases, 8-Ks and red flags at the companies you pick. No account needed.