Velocity Financial, Inc. (VEL)
NYSE: VEL · Finance Services · Westlake Village, CA · filing with the SEC since 2016
Who owns Velocity Financial, Inc.
As filed with the SECHolders of 5% or more
3
Spg Gp, LLC holds 34.7% of Common Stock, $0.01 par value, as its SCHEDULE 13D/A filed Aug 12, 2025 says.
Directors and officers
8
report now, of 27 people on the record since 2020. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
Spg Gp, LLC
SCHEDULE 13D/A · filed Aug 12, 2025 · Common Stock, $0.01 par value · 36.6% in Mar 31, 2025
Pacific Investment Management Company LLC
SCHEDULE 13D/A · filed May 1, 2025 · Common Stock, par value $0.01 per share · 33.1% in Apr 15, 2025
Beach Point Capital Management LP
SCHEDULE 13G/A · filed Feb 13, 2026 · Common Stock, par value $0.01 per share · 14.5% in Aug 8, 2025
What VEL reports owning in othersstakes of 5% or more, and other ties
46 subsidiaries in 1 country, from the list filed with the 10-K filed Mar 12, 2026.
Insider tradesForm 4
30sales
0purchases
29sales on a scheduled plan
4people selling
$1.5Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Nov 6, 2025 to Nov 6, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
2026 runs to Nov 6, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window4 of 27 on the roster
| Person | Role as filed | Sales | Sold | On a plan | Buys | Bought |
|---|---|---|---|---|---|---|
| Kelly Roland Thomas | Chief Legal Officer and GC | 8 | $600,000 | 7 | 0 | $0 |
| Taylor Jeffrey T. | Executive VP, Capital Markets | 7 | $500,000 | 7 | 0 | $0 |
| Szczepaniak Mark R | Chief Financial Officer | 13 | $400,000 | 13 | 0 | $0 |
| Tam Fiona | Chief Accounting Officer | 2 | $0 | 2 | 0 | $0 |