Comparable stake leader
SPG GP, LLC
SEC ownership of Velocity Financial, Inc.
Top holders, 13D/G large-stake signals, insider positions, and transaction flow tied to CIK 0001692376.
Disclosed value leader
SPG GP, LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
- Public ticker
- VEL on NYSE
- Parsed ownership sources
-
3/4/5, 13D/G, and 13F
Source: Parsed SEC ownership filingsUse: Compare filing families carefully
- Largest SEC-reported holder
-
SPG GP, LLC
Ranking: Comparable ownership first, then disclosed value
- Comparable ownership rows
-
50 of 50
Meaning: Rows with safely comparable ownership %
- Latest 13D/G holder
-
SPG GP, LLC
Source: Latest parsed Schedule 13D/G stake
- Latest parsed ownership date
-
30 Jun 2026
Freshness: Most recent filing date in this holder set
- Issuer CIK
- 0001692376
- Issuer location
- Westlake Village, CA
Ownership snapshot
CIK-linked ownership evidence from parsed SEC filings.
3 signals
Issuer
Names, identifiers, and filing context for this profile.
2 identity fields
Ownership snapshot
Top shareholders of Velocity Financial, Inc. (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Start with comparable ownership when available, then verify the linked 13F, 13D/G, or 3/4/5 evidence.
Comparable stake leader
SPG GP, LLC
Disclosed value leader
SPG GP, LLC
Comparable rows
50/50
Latest evidence
30 Jun 2026
3/4/5
13D/G
13F
Lead comparable stake: 35%
13D/G row: SPG GP, LLC
Showing 1-8 of 50 holder rows.
Quick read
SPG GP, LLC leads the comparable SEC ownership view at 35%.
50 of 50 rows have a safely comparable ownership percentage. Use this as a filing-backed starting point, then open the detailed table for source links, reporting role, position value, share count, and filing date.
Open SEC evidence
Opens SPG GP, LLC's linked filing trail.
Comparable ownership
Top 5
SPG GP, LLC
35%
PACIFIC INVESTMENT MANAGEMENT CO LLC
33%
Beach Point Capital Management LP
18%
TOBI III SPE I LLC
33%
John Pitstick
0.15%
Ownership % is shown only when SEC disclosures are safely comparable across share classes.
Detailed SEC evidence table Showing 1-8 of 50 holder rows
| Holder | Evidence | Ownership % | Position | 12M Net Δ | As of |
|---|---|---|---|---|---|
| SPG GP, LLC |
3/4/5
13D/G
Director, 10%+ Owner
|
35%
from 13D/G
|
$250,103,619
13,799,492 shares
mixed-class rows
|
— | 27 Mar 2025 |
| PACIFIC INVESTMENT MANAGEMENT CO LLC |
13D/G
Pacific Investment Management Company LLC
|
33%
|
$224,699,444
12,637,764 shares
|
$0 | 01 May 2025 |
| Beach Point Capital Management LP |
13D/G
13F
Company
|
18%
|
$127,524,536
6,949,566 shares
|
+$30,253,773 | 31 Dec 2025 |
| TOBI III SPE I LLC |
3/4/5
Director, 10%+ Owner
|
33%
|
$217,243,163
12,637,764 shares
|
— | 01 May 2025 |
| John Pitstick |
3/4/5
Director
|
0.15%
|
$1,074,726
59,410 shares
|
— | 26 May 2026 |
| Dorika M. Beckett |
3/4/5
Director
|
0.11%
|
$747,315
41,311 shares
|
— | 21 May 2026 |
| Joy L. Schaefer |
3/4/5
Director
|
0.11%
|
$738,035
40,798 shares
|
— | 26 May 2026 |
| Snow Phipps Group, LLC |
13F
Company
|
34%
|
$246,498,281
13,353,103 shares
|
— | 30 Jun 2026 |
How to read this table
Rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
Forms 3/4/5 flow
Insider trading overview
Net insider flow leans to selling over the last 12 months. Net value: -$1,378,054.
Buys
$0
Insiders: 0
Sells
$1,378,054
Insiders: 4
Net
-$1,378,054
Shares: -72,924
Window
Last 12 months
4 rolling buckets
Buy value
Sell value
Shares: 0
Shares: 72,924
| Window (months) | Buy shares | Sell shares | Buy value | Sell value | Net value |
|---|---|---|---|---|---|
| 0-3 | 0 | 15,795 | $0 | $292,745 | -$292,745 |
| 3-6 | 0 | 6,876 | $0 | $131,089 | -$131,089 |
| 6-9 | 0 | 29,834 | $0 | $552,724 | -$552,724 |
| 9-12 | 0 | 20,419 | $0 | $401,496 | -$401,496 |
Reporting owners
Insider holders from Forms 3/4/5
Showing 1-14 of 14 reporting-owner rows connected to Velocity Financial, Inc.. Open a relationship link for the CIK-to-CIK filing trail.
Rows
14
Largest Forms 3/4/5 holder
SPG GP, LLC
Net 12M change
-$1,378,055
Latest report
10 Sep 2026
| Name | Relationship | Holdings Value | Past Year Net Change | Change % | Valuation | Report Date |
|---|---|---|---|---|---|---|
| SPG GP, LLC | Director, 10%+ Owner | $250,103,619 | Mixed | 27 Mar 2025 | ||
| TOBI III SPE I LLC | Director, 10%+ Owner | $217,243,163 | Mixed | 01 May 2025 | ||
| Christopher D. Farrar | Chief Executive Officer, Director | $29,032,274 | Mixed | 30 Jun 2026 | ||
| Taylor Jeffrey T. | Executive VP, Capital Markets | $7,079,808 | -$450,724 | -6% | Mixed | 11 Aug 2026 |
| Mark R. Szczepaniak | Chief Financial Officer | $5,729,644 | -$325,371 | -5.4% | Mixed | 10 Sep 2026 |
| Roland T. Kelly | Chief Legal Officer and GC | $4,254,153 | -$577,260 | -12% | Mixed | 01 Sep 2026 |
| Fiona Tam | Chief Accounting Officer | $1,853,381 | -$24,700 | -1.3% | Mixed | 11 Aug 2026 |
| John Pitstick | Director | $1,074,726 | Mixed | 26 May 2026 | ||
| Christopher J. Oltmann | Corporate Treasurer | $788,019 | Mixed | 14 Feb 2022 | ||
| Dorika M. Beckett | Director | $747,315 | Mixed | 21 May 2026 | ||
| Joy L. Schaefer | Director | $738,035 | Mixed | 26 May 2026 | ||
| Katherine Verner | Director | Mixed | 28 Jun 2021 | |||
| Omar Maasarani | Director | Mixed | 07 Apr 2023 | |||
| Michael W. Chiao | Director | Mixed | 30 Apr 2021 |
Recent insider transactions for Velocity Financial, Inc.
Showing up to 300 recent insider transactions from the last 12 months.
| Insider | Symbol | Class | Transaction | % | SEC-reported value | SEC-reported price | Shares | Shares owned | Date | Ownership |
|---|---|---|---|---|---|---|---|---|---|---|
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -3.01% | $36,060 | $18.03 | -2,000 | 64,400 | 10 Sep 2026 | Held through family trust |
| Roland T. Kelly | VEL | Common Stock | Sale | -1.6% | $28,800 | $18.00 | -1,600 | 98,139 | 01 Sep 2026 | Direct |
| Fiona Tam | VEL | Common Stock | Sale | -2.55% | $23,408 | $19.00 | -1,232 | 47,129 | 11 Aug 2026 | Direct |
| Taylor Jeffrey T. | VEL | Common Stock | Sale | -2.45% | $82,530 | $19.06 | -4,330 | 172,490 | 11 Aug 2026 | Direct |
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -3.01% | $36,320 | $18.16 | -2,000 | 64,400 | 10 Aug 2026 | Held through family trust |
| Roland T. Kelly | VEL | Common Stock | Sale | -1.64% | $28,800 | $18.00 | -1,600 | 95,794 | 06 Aug 2026 | Direct |
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -0.6% | $7,200 | $18.00 | -400 | 66,400 | 06 Aug 2026 | Held through family trust |
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -0.58% | $7,200 | $18.00 | -400 | 68,000 | 28 Jul 2026 | Held through family trust |
| Fiona Tam | VEL | Common Stock | Sale | -0.14% | $1,292 | $19.00 | -68 | 48,361 | 07 Jul 2026 | Direct |
| Taylor Jeffrey T. | VEL | Common Stock | Sale | -1.21% | $41,135 | $19.00 | -2,165 | 176,820 | 07 Jul 2026 | Direct |
| Roland T. Kelly | VEL | Common Stock | Sale | -1.6% | $29,710 | $18.57 | -1,600 | 98,252 | 01 Jul 2026 | Direct |
| Roland T. Kelly | VEL | Common Stock | Other | 0.87% | 858 | 99,852 | 30 Jun 2026 | Direct | ||
| Christopher D. Farrar | VEL | Common Stock | Other | 0.32% | 1,272 | 399,665 | 30 Jun 2026 | Direct | ||
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -2.25% | $28,420 | $18.07 | -1,573 | 68,400 | 26 Jun 2026 | Held through family trust |
| John Pitstick | VEL | Common Stock | Disposed to Issuer | -5.72% | -3,603 | 59,410 | 26 May 2026 | Direct | ||
| Joy L. Schaefer | VEL | Common Stock | Disposed to Issuer | -8.11% | -3,603 | 40,798 | 26 May 2026 | Direct | ||
| Dorika M. Beckett | VEL | Common Stock | Award | 15.1% | 5,413 | 41,311 | 21 May 2026 | Direct | ||
| Joy L. Schaefer | VEL | Common Stock | Award | 13.9% | 5,413 | 44,401 | 21 May 2026 | Direct | ||
| John Pitstick | VEL | Common Stock | Award | 9.09% | 5,413 | 64,934 | 21 May 2026 | Direct | ||
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -2.2% | $30,359 | $19.30 | -1,573 | 69,973 | 01 May 2026 | Held through family trust |
| Taylor Jeffrey T. | VEL | Common Stock | Sale | -1.18% | $42,600 | $20.00 | -2,130 | 178,985 | 17 Apr 2026 | Direct |
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -2.15% | $28,518 | $18.13 | -1,573 | 71,546 | 01 Apr 2026 | Held through family trust |
| Roland T. Kelly | VEL | Common Stock | Sale | -0.82% | $14,828 | $18.22 | -814 | 98,994 | 31 Mar 2026 | Direct |
| Roland T. Kelly | VEL | Common Stock | Sale | -12.3% | $252,943 | $18.03 | -14,026 | 99,808 | 30 Mar 2026 | Direct |
| Roland T. Kelly | VEL | Common Stock | Sale | -4.33% | $93,214 | $18.06 | -5,160 | 113,934 | 17 Mar 2026 | Direct |
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -2.11% | $28,817 | $18.32 | -1,573 | 73,119 | 02 Mar 2026 | Held through family trust |
| Mark R. Szczepaniak | VEL | Common Stock | Sale | -2.06% | $32,292 | $20.53 | -1,573 | 74,692 | 02 Feb 2026 | Held through family trust |
| Taylor Jeffrey T. | VEL | Common Stock | Sale | -0.97% | $36,025 | $20.33 | -1,772 | 181,115 | 02 Feb 2026 | Direct |
| Roland T. Kelly | VEL | Common Stock | Tax liability | -12% | -16,170 | 118,994 | 28 Jan 2026 | Direct | ||
| Mark R. Szczepaniak | VEL | Common Stock | Tax liability | -23.6% | -23,540 | 76,265 | 28 Jan 2026 | Held through a family trust | ||
| Fiona Tam | VEL | Common Stock | Tax liability | -8.07% | -4,251 | 48,429 | 28 Jan 2026 | Direct | ||
| Christopher D. Farrar | VEL | Common Stock | Tax liability | -9.3% | -64,705 | 630,779 | 28 Jan 2026 | Held by family trust | ||
| Taylor Jeffrey T. | VEL | Common Stock | Tax liability | -9.22% | -18,575 | 182,887 | 28 Jan 2026 | Direct | ||
| Taylor Jeffrey T. | VEL | Common Stock | Sale | -0.95% | $35,400 | $20.00 | -1,770 | 184,137 | 26 Jan 2026 | Direct |
| Mark R. Szczepaniak | VEL | Common Stock | Tax liability | -7.12% | -4,329 | 56,493 | 23 Jan 2026 | Held through a family trust | ||
| Roland T. Kelly | VEL | Common Stock | Tax liability | -1.13% | -1,416 | 123,753 | 23 Jan 2026 | Direct | ||
| Fiona Tam | VEL | Common Stock | Tax liability | -0.94% | -453 | 47,880 | 23 Jan 2026 | Direct | ||
| Christopher D. Farrar | VEL | Common Stock | Tax liability | -4.02% | -23,171 | 553,734 | 23 Jan 2026 | Held by family trust | ||
| Taylor Jeffrey T. | VEL | Common Stock | Tax liability | -2.18% | -4,140 | 185,907 | 23 Jan 2026 | Direct | ||
| Christopher D. Farrar | VEL | Common Stock | Tax liability | -4.55% | -25,681 | 538,877 | 21 Jan 2026 | Held by family trust | ||
| Mark R. Szczepaniak | VEL | Common Stock | Tax liability | -6.01% | -3,374 | 52,754 | 21 Jan 2026 | Held through a family trust | ||
| Taylor Jeffrey T. | VEL | Common Stock | Tax liability | -1.77% | -3,430 | 190,047 | 21 Jan 2026 | Direct | ||
| Roland T. Kelly | VEL | Common Stock | Tax liability | -1.38% | -1,752 | 125,169 | 21 Jan 2026 | Direct | ||
| Fiona Tam | VEL | Common Stock | Tax liability | -1.11% | -541 | 48,333 | 21 Jan 2026 | Direct | ||
| Christopher D. Farrar | VEL | Performance Stock Units | Award | 20.5% | 89,285 | 524,392 | 15 Jan 2026 | Direct | ||
| Christopher D. Farrar | VEL | Common Stock | Award | 25.8% | 89,285 | 435,107 | 15 Jan 2026 | Direct | ||
| Fiona Tam | VEL | Performance Stock Units | Award | 6.68% | 3,061 | 48,874 | 15 Jan 2026 | Direct | ||
| Fiona Tam | VEL | Common Stock | Award | 7.16% | 3,061 | 45,813 | 15 Jan 2026 | Direct | ||
| Roland T. Kelly | VEL | Performance Stock Units | Award | 12.4% | 14,030 | 126,921 | 15 Jan 2026 | Direct | ||
| Roland T. Kelly | VEL | Common Stock | Award | 14.2% | 14,030 | 112,891 | 15 Jan 2026 | Direct |
* marks a reported price that did not pass the local price check.