W
WAVEMAN · COMPANY
VEL · Velocity Financial, Inc.
> Ask across nine datasets ⌘K
LIVE
TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475TEAM-0.32% 13F +439META+2.47% 13F +2,694RCG-2.04% CLUSTERUTHR-4.03% 13F +425CRWV+4.49% 13F +693CRM+2.92% 13F +1,018CVNA-0.98% 13F +794TPL-0.71% 13F +444NET-4.47% 13F +710MSTR-1.35% 13F +526DELL+4.91% 13F +1,203CRWD+5.68% 13F +1,382ANET+1.22% 13F +1,323COIN+10.14% 13F +475
← ALL COMPANIES

VEL

Velocity Financial, Inc.
FINANCIAL SERVICES · FINANCE SERVICES · CIK 0001692376
FORM 144 · 7☆ WATCH
INSIDER NET · 180D
-$777.2K
open-market buys minus sells, Form 4 codes P and S
INSIDER BUYERS · 180D
0
CONGRESS BUYERS · 1Y
0
FUNDS ADDED · QTR
0
13F, latest reported quarter
REVENUE GROWTH
-
XBRL, annual
NET MARGIN
-
SEVEN FACTS, RANKED AGAINST THE SECTOR · RANK IS NOT A FORECAST
INSIDERS
net -$777.2K over 180 days
-$314.8K over 90 days
more than 51% of Financial Services
CONGRESS
no member of Congress has reported trading it
FUNDS
fewer than five institutions report holding it
REVENUE
no revenue reported in any filing
MARGIN
no margin: this company reports no revenue to divide by
BUYBACKS
$7.3M repurchased, FY to 2026-06-30
below 73% of Financial Services
SHORT
no short interest reported
THE SITUATION · EVERY LINE IS ONE RULE OVER ONE DATASET
Insiders are net sellers: -$777.2K across 4 people in 180 days.
The year, with the filings on it
Total return indexed to 100 over the last 12 months · every marker is a federal filing, placed at its date — hover any marker for the detail
TOTAL 12M RETURN -4.5%
-4.5%12M
-11%-4%+3%+9%2025-092025-102025-122026-032026-052026-072026-09 2026-03-30 · Kelly Roland Thomas sold $252.9K2025-12-16 · Taylor Jeffrey T. sold $151.6K2025-12-02 · Kelly Roland Thomas sold $129.0K2026-03-17 · Kelly Roland Thomas sold $93.2K2026-08-11 · Taylor Jeffrey T. sold $82.5K2025-12-31 · Taylor Jeffrey T. sold $61.4K2026-04-17 · Taylor Jeffrey T. sold $42.6K2026-07-07 · Taylor Jeffrey T. sold $41.1K2026-08-10 · Szczepaniak Mark R sold $36.3K2026-02-02 · Taylor Jeffrey T. sold $36.0K2026-01-26 · Taylor Jeffrey T. sold $35.4K2026-02-02 · Szczepaniak Mark R sold $32.3K2026-01-15 · Szczepaniak Mark R sold $30.7K2025-12-01 · Szczepaniak Mark R sold $30.4K2025-12-01 · Szczepaniak Mark R sold $30.4K2026-05-01 · Szczepaniak Mark R sold $30.4K2026-07-01 · Kelly Roland Thomas sold $29.7K2025-09-02 · Szczepaniak Mark R sold $29.6K2025-11-03 · Szczepaniak Mark R sold $29.1K2026-03-02 · Szczepaniak Mark R sold $28.8K2026-09-01 · Kelly Roland Thomas sold $28.8K2026-08-06 · Kelly Roland Thomas sold $28.8K2026-04-01 · Szczepaniak Mark R sold $28.5K2026-06-26 · Szczepaniak Mark R sold $28.4K2025-10-01 · Szczepaniak Mark R sold $28.4K2026-08-11 · Tam Fiona sold $23.4K2026-03-31 · Kelly Roland Thomas sold $14.8K2026-08-06 · Szczepaniak Mark R sold $7.2K2026-07-28 · Szczepaniak Mark R sold $7.2K2026-07-07 · Tam Fiona sold $1.3K2026-08-11 · FIONA TAM filed to sell $22.6K2026-08-11 · TAYLOR FAMILY TRUST filed to sell $79.3K2026-08-10 · SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021 filed to sell $36.9K2026-07-28 · SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021 filed to sell $35.3K2026-07-07 · FIONA TAM filed to sell $1.3K2026-07-07 · TAYLOR FAMILY TRUST filed to sell $40.1K2026-07-01 · ROLAND KELLY filed to sell $88.6K
INSIDER SELLFORM 144
INDEXED RETURN, DIVIDEND-ADJUSTED — NOT A PRICE CHART · LARGE TRADES DRAWN FIRST WHEN A NAME FILES HEAVILY
Live price
Daily candles from TradingView, on their licence — no filings are marked on this one
WHY THIS NAME IS ON THE DESK
Insiders have filed to sell — before selling.
The record shows a net $777.2K sold by insiders over 180 days, $304.0K in planned Form 144 sales. Every figure is a federal filing, dated the day it became public.
Backtest this pattern Open the screener
Same sector, ranked by filing activity
Sector from the SEC's own SIC classification
MSTRCOINMORNUPSTIBKRCACCARESHOODRKTSCHWDAVEGS
Insider transactions
Form 4 purchases and sales (codes P and S) — grants, option exercises and preferred conversions excluded

Over the last 180 days, Velocity Financial, Inc. insiders sold a net $777.2K of stock across 33 Form 4 purchases and sales, with 0 insider(s) buying. Source: SEC Form 4 filings, as of 2026-09-05.

INSIDER
FILED
SHARES
VALUE
Kelly Roland Thomas
Chief Legal Officer and GC
SELL
2026-09-01
1,600.0
$28.8K
Taylor Jeffrey T.
Executive VP, Capital Markets
SELL
2026-08-11
4,330.0
$82.5K
Tam Fiona
Chief Accounting Officer
SELL
2026-08-11
1,232.0
$23.4K
Szczepaniak Mark R
Chief Financial Officer
SELL
2026-08-10
2,000.0
$36.3K
Szczepaniak Mark R
Chief Financial Officer
SELL
2026-08-06
400.0
$7.2K
33 TRANSACTIONS ON RECORD

Showing the most recent few. Create a free account to see 28 more transactions on record, the cross-source screener and CSV export. We store only your email address, and there is no password to create.

Institutional holders
13F · holdings as of the latest quarter funds have reported

no 13F holders found for this ticker

SCHEDULE 13D/G
No 5%+ ownership filings
Nobody has crossed 5% with a filing obligation. Absence is a fact here, not missing data.
Planned sales · Form 144
Filed before the sale — intent, not a trade
FIONA TAM
FILED 2026-08-11
$22.6K
TAYLOR FAMILY TRUST
FILED 2026-08-11
$79.3K
SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021
FILED 2026-08-10
$36.9K
SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021
FILED 2026-07-28
$35.3K
FIONA TAM
FILED 2026-07-07
$1.3K
Executive pay vs shareholder return · Mr. Farrar
DEF 14A pay-versus-performance disclosure · both the headline pay and the SEC's mark-to-market figure, beside the return the company delivered and the return of the peer group it chose itself
FY
CEO TOTAL
ACTUALLY PAID
OTHER NEOs AVG
TSR
PEER TSR
2025
$6.6M
$7.0M
$2.3M
+115%
—
2024
$5.4M
$6.2M
$2.2M
+103%
—
2023
$3.9M
$6.2M
$1.4M
+78%
—
2022
$3.0M
$1.9M
$1.3M
-30%
—
TAGGED BY THE COMPANY UNDER SEC ITEM 402(v) · RETURN IS CUMULATIVE FROM THE START OF THE DISCLOSURE PERIOD · GREEN WHERE THE COMPANY BEAT ITS OWN PEER GROUP
Fundamentals
Annual figures from XBRL filings · pick a past date to see them exactly as the market knew them then — restatements and all
2025-122024-122023-122022-12
NET INCOME$105.0M$68.4M$52.3M$32.2M
EPS (DILUTED)2.751.911.520.94
OPERATING CASH FLOW$18.2M$37.8M$48.8M$48.7M
CASH$92.1M$49.9M$40.6M$45.2M
BUYBACKS$7.3M$1.6M$861.0K$458.0K
SEC XBRL · FISCAL-YEAR PERIODS · AS KNOWN ON 2026-09-05 · NOBODY ELSE SHOWS FUNDAMENTALS AS OF A PAST DATE
W WAVEMAN

Public filings, honestly analyzed. Official US government sources in one desk — every figure carries the date it was filed, and the methodology is published, backtest included.

SEC FORM 4FORM 13F 13D/GFORM 144XBRL STOCK ACTCONTRACTSFEC CFPBNRC
PRODUCT
DeskBacktester CompaniesAccount
SUPPORT
FAQMethodology Contact
LEGAL
TermsPrivacy Accessibility
© 2026 WAVEMAN · SOURCE: SEC EDGAR & OFFICIAL GOVERNMENT DATA · NOT INVESTMENT ADVICE · CHART BY TRADINGVIEW · UPDATED 2026-09-05 ALL SYSTEMS LIVE FOR MACHINES →