Español 
Deutsch 
Français 
MSCI World Index (MSC)
NASDAQ Composite (NASDAQ)
FTSE China A50 Index (FGI)
STOXX Europe 600 (SIX)
Nikkei 300 (OSA)
NIFTY 50 (NSE)
DAX Performance Index (XETRA)
FTSE 100 (FGI)
CAC 40 (EURONEXT)
Velocity Financial, Inc. (VEL)
USD17.65
+0.24 (+1.38%)
US NYSE Financial Services Financial - Mortgages
Address
30699 Russell Ranch Road 91362
Westlake Village, CA, US
Westlake Village, CA, US
CEO
Christopher D. Farrar
Website
velfinance.com
IPO
2020-01-17
CIK 1692376 ISIN US92262D1019
Description
Operating across the United States, Velocity Financial, Inc. functions as a specialized real estate finance firm. Its core business involves generating and overseeing investment loans, which are typically secured by 1-4 unit residential rental properties and smaller commercial real estate assets. The company delivers its financial offerings to clients via an extensive network of independent mortgage brokers. Velocity Financial, Inc. was established in 2004 and is headquartered in Westlake Village, California.
Market Cap & Enterprise Value
Merger & Acquisition History
No mergers or acquisitions recorded for this company.
Technical Outlook
Loading outlook…
Loading forecast...
Signal Summary
Loading…
| Indicator | 1D | 1W | 2W | 3W | 1M |
|---|
Each column is computed on that timeframe's candles (1D = daily, 1W ≈ weekly, 1M ≈ monthly), not on the same last day. ▲ bullish · ▼ bearish · — neutral. The Net row counts signals per column; hover any cell (or the indicator name) to see the exact rule behind it.
Day Score & sub-scores
Statistical fingerprint & regime detail
Conditional historical analysis
Customize analysis (advanced)
Indicative levels generated algorithmically. Not financial advice.
Risk Profile
Loading risk profile…
Price Chart
USD17.65
+0.24 (+1.38%)
Loading historical data…
Volume Profile
Loading…
Liquidity & share structure
Average Volume
88.1K
Beta
0.71
Float Shares
24.58M
Free Float %
62.7%
Price Performance
| 1D | 5D | 1M | 3M | 6M | YTD | 1Y | 3Y | 5Y | 10Y | Max |
|---|---|---|---|---|---|---|---|---|---|---|
| +1.40% | -4.87% | -10.63% | -11.94% | -5.38% | -16.18% | +4.19% | +92.27% | +53.98% | +28.79% | +28.79% |
Rolling Volatility
Loading…
Drawdown
Loading…
Relative Strength
Loading…
Monthly Returns Heatmap
From
To
Loading…
Annual Monthly Returns
Loading…
Daily Returns Distribution
Loading histogram data…
Revenue flow
Revenue by geography
Revenue by segment
From
To
Revenue composition
From
To
By product
By geography
Financial Statements
Select metrics from the tables below to build your comparison.
Income Statement
Balance Sheet
Cash Flow Statement
Key Metrics
Financial Ratios
Employees
Financial Growth (CAGR)
Market Data
Analyst Consensus (7 ratings, all time)
Buy
Price Targets & DCF
Current price
17.65
Low
23.00
+30.3%
Consensus
23.00
+30.3%
Median
23.00
+30.3%
High
23.00
+30.3%
DCF (Unlevered)
443.33
+2,411.8%
DCF (Levered)
482.17
+2,631.9%
DCF figures are point estimates: small changes in growth or discount-rate assumptions move them materially. Read them as a reference, not a precise target.
Ratings Trend (MoM)
67% Bullish
| Rating | 2026-05 | Change |
|---|---|---|
| Strong Buy | 1 | 0 |
| Buy | 1 | 0 |
| Hold | 0 | 0 |
| Sell | 1 | 0 |
| Strong Sell | 0 | 0 |
Price Target Summary
| Period | # Analysts | Avg Target |
|---|---|---|
| Last Month | — | — |
| Last Quarter | — | — |
| Last Year | — | — |
| All Time | 2 |
22.50
+27.5%
|
Quality scores
Altman Z-Score
0.34
Distress
Piotroski F-Score
6 / 9
Average
MOAT Score
6 / 10
Developing
Composite Rating
B+
Overall Score
3 / 5
Medium
DCF Score
2 / 5
Medium
ROE Score
4 / 5
High
ROA Score
4 / 5
High
D/E Score
2 / 5
Medium
P/E Score
4 / 5
High
P/Book Score
3 / 5
Medium
Operational MOAT
✗ Below peers
-
Revenue growth Financial - Mortgages: +18.2%+48.0% ★ Q1'26: +40.8% (vs Q1'25)
-
EPS growth Financial - Mortgages: +18.3%+44.0% ★ Q1'26: +9.8% (vs Q1'25)
-
FCF margin FCF growth · Financial - Mortgages: +84.8%+14.5% Q1'26: +7.1% (vs Q1'25)
-
EBIT margin Financial - Mortgages: +34.8%+71.6% ★ Q1'26: +83.4% (vs Q1'25)
-
ROIC Financial - Mortgages: +4.9%+5.2% ★ Q1'26: +37.7% (vs Q1'25)
-
Share dilution Financial - Mortgages: 0.0%+6.8% Q1'26: +6.4% (vs Q1'25)
-
Debt / EBITDA Net debt/EBITDA · Financial - Mortgages: 7.44×12.79× Q1'26: 0.87× (vs Q1'25)
Valuation Multiples
From
To
Price Forecast (3Y)
From
To
Theoretical Return — If Invested Today
* These projections are based on analyst consensus estimates and user-defined valuation multiples. This table is for informational purposes only and does not constitute a recommendation to buy or sell any security. Past performance is not indicative of future results.
Consensus Estimates
| Metric |
Dec 2019 actual |
Dec 2020 actual |
Dec 2021 actual |
Dec 2022 actual |
Dec 2023 actual |
Dec 2024 actual |
Dec 2025 actual |
Dec 2026 1 Rev. Ana. 1 EPS Ana. |
Dec 2027 1 Rev. Ana. 1 EPS Ana. |
Dec 2028 1 Rev. Ana. 1 EPS Ana. |
|---|---|---|---|---|---|---|---|---|---|---|
| Revenue |
152.78M
est: 126.95M (+20.3%)
|
165.84M
est: 67.00M (+147.5%)
|
181.31M
est: 115.37M (+57.2%)
|
248.38M
est: 97.25M (+155.4%)
|
131.72M
est: 151.52M (-13.1%)
|
482.78M
est: 176.65M (+173.3%)
|
714.45M
est: 186.00M (+284.1%)
|
194.31M
194.31M – 194.31M
+4.5% YoY
|
239.77M
239.77M – 239.77M
+23.4% YoY
|
282.31M
268.49M – 296.13M
+17.7% YoY
|
| EBITDA |
27.87M
est: 19.77M (+40.9%)
|
25.58M
est: 10.43M (+145.1%)
|
42.20M
est: 17.97M (+134.9%)
|
46.67M
est: 15.15M (+208.1%)
|
—
est: 40.61M (-100.0%)
|
98.39M
est: 47.35M (+107.8%)
|
511.29M
est: 49.85M (+925.6%)
|
52.08M
52.08M – 52.08M
+4.5% YoY
|
64.26M
64.26M – 64.26M
+23.4% YoY
|
75.67M
71.96M – 79.37M
+17.7% YoY
|
| EBIT |
25.40M
est: 18.29M (+38.8%)
|
23.13M
est: 9.66M (+139.6%)
|
39.79M
est: 16.63M (+139.3%)
|
44.55M
est: 14.01M (+217.9%)
|
-2.30M
est: 39.21M (-105.9%)
|
96.39M
est: 45.71M (+110.9%)
|
511.29M
est: 48.13M (+962.3%)
|
50.28M
50.28M – 50.28M
+4.5% YoY
|
62.05M
62.05M – 62.05M
+23.4% YoY
|
73.06M
69.48M – 76.63M
+17.7% YoY
|
| Net Income |
17.29M
est: 54.25M (-68.1%)
|
17.78M
est: 21.91M (-18.9%)
|
29.22M
est: 32.12M (-9.0%)
|
32.21M
est: 44.98M (-28.4%)
|
52.27M
est: 71.42M (-26.8%)
|
68.42M
est: 73.11M (-6.4%)
|
105.05M
est: 103.21M (+1.8%)
|
107.03M
107.03M – 107.03M
+3.7% YoY
|
126.76M
109.30M – 151.46M
+18.4% YoY
|
125.99M
125.99M – 125.99M
-0.6% YoY
|
| SGA |
22.80M
est: 25.04M (-8.9%)
|
25.23M
est: 13.21M (+90.9%)
|
24.04M
est: 22.75M (+5.7%)
|
35.93M
est: 19.18M (+87.3%)
|
52.99M
est: 25.53M (+107.6%)
|
74.55M
est: 29.77M (+150.4%)
|
6.10M
est: 31.34M (-80.5%)
|
32.74M
32.74M – 32.74M
+4.5% YoY
|
40.40M
40.40M – 40.40M
+23.4% YoY
|
47.57M
45.24M – 49.90M
+17.7% YoY
|
| EPS |
0.86
est: 1.52 (-43.3%)
|
-1.55
est: 0.61 (-353.0%)
|
0.90
est: 0.90 (+0.2%)
|
0.99
est: 1.26 (-21.3%)
|
1.60
est: 1.87 (-14.5%)
|
2.07
est: 1.92 (+8.1%)
|
2.81
est: 2.70 (+3.9%)
|
2.80
2.80 – 2.80
+3.7% YoY
|
3.42
2.86 – 3.97
+21.8% YoY
|
3.30
3.30 – 3.30
-3.4% YoY
|
Historical Ratings (3M)
| Date | Rating | Overall | DCF | ROE | ROA | D/E | P/E | P/B |
|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-11 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-08 | A- | 4/5 | 3/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-07 | B+ | 3/5 | 2/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-06 | B+ | 3/5 | 2/5 | 4/5 | 4/5 | 2/5 | 4/5 | 3/5 |
| 2026-05-05 | B+ | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-04 | B+ | 3/5 | 2/5 | 4/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-05-01 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-30 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-29 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-28 | A- | 4/5 | 3/5 | 5/5 | 4/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-27 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-24 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-23 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-22 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-21 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-20 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-17 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
| 2026-04-16 | A- | 4/5 | 3/5 | 5/5 | 5/5 | 1/5 | 4/5 | 3/5 |
Owner Earnings
Owner's Earnings (history)
From
To
Owner alignment
Owner's Earnings TTM
21.62M
OE per share TTM
0.57
Owner's Yield
2.86%
Maintenance CapEx ratio
3.27%
Maint CapEx / Avg PPE
2.1%
Ownership Overview
Ownership breakdown
At a glance
Institutional holders
20
Total invested
361.23M
Insider transactions (90d)
2
Beneficial owners (>5%)
21
Beneficial owners (>5%)
| # | Reporting person | Amount owned | % of class | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Type | Citizenship | Filing date | SEC filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Ian K. Snow | 13.61M | 39.10% | — | 13.61M | — | 10.00 | IN | — | 2020-04-17 | ↗ |
| 2 | SPG GP, LLC | 13.61M | 39.10% | — | 13.61M | — | 10.00 | PN | — | 2020-04-17 | ↗ |
| 3 | Snow Phipps Group AIV, L.P. | 12.64M | 36.30% | — | 12.64M | — | 10.00 | PN | — | 2020-04-17 | ↗ |
| 4 | Beach Point Capital Management LP ("Beach Point Capital") | 3.26M | 10.06% | — | 3.26M | — | 3.26M | IA | Delaware | 2022-06-08 | ↗ |
| 5 | Beach Point GP LLC ("Beach Point GP") | 3.26M | 10.06% | — | 3.26M | — | 3.26M | HC | Delaware | 2022-06-08 | ↗ |
| 6 | Wellington Management Company LLP | 1.99M | 9.89% | — | 1.99M | — | — | IA | Massachusetts | 2021-02-04 | ↗ |
| 7 | Pacific Investment Management Company LLC | 1.67M | 44.70% | 1.67M | — | 1.67M | 10.00 | IA, OO | Delaware | 2020-04-14 | ↗ |
| 8 | Adage Capital Advisors, L.L.C. | 1.17M | 3.61% | — | 1.17M | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 9 | Adage Capital Partners GP, L.L.C. | 1.17M | 3.61% | — | 1.17M | — | — | OO | Delaware | 2022-02-10 | ↗ |
| 10 | Adage Capital Partners, L.P. | 1.17M | 3.61% | — | 1.17M | — | — | PN | Delaware | 2022-02-10 | ↗ |
| 11 | Phillip Gross | 1.17M | 3.61% | — | 1.17M | — | — | IN | United States | 2022-02-10 | ↗ |
| 12 | Robert Atchinson | 1.17M | 3.61% | — | 1.17M | — | — | IN | United States | 2022-02-10 | ↗ |
| 13 | Snow Phipps Group (RPV), L.P. | 658.0K | 1.90% | — | 658.0K | — | 10.00 | PN | — | 2020-04-17 | ↗ |
| 14 | Wellington Group Holdings LLP | 582.8K | 1.80% | — | 582.8K | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 15 | Wellington Investment Advisors Holdings LLP | 582.8K | 1.80% | — | 582.8K | — | — | HC | Delaware | 2022-02-04 | ↗ |
| 16 | Wellington Management Group LLP | 582.8K | 1.80% | — | 582.8K | — | — | HC | Massachusetts | 2022-02-04 | ↗ |
| 17 | Wellington Trust Company, NA | 582.8K | 1.80% | — | 582.8K | — | — | BK | United States | 2022-02-04 | ↗ |
| 18 | Wellington Trust Company, National Association Multiple Common Trust Funds Trust, Micro Cap Equity P | 501.5K | 1.55% | — | 501.5K | — | — | OO | Massachusetts | 2022-02-04 | ↗ |
| 19 | Snow Phipps Group AIV (Offshore), L.P. | 207.7K | 0.10% | — | 207.7K | — | 10.00 | PN | — | 2020-04-17 | ↗ |
| 20 | Snow Phipps Group (B), L.P. | 61.7K | 0.10% | — | 61.7K | — | 10.00 | PN | — | 2020-04-17 | ↗ |
| 21 | Co-Investment, | 48.9K | 0.10% | — | 48.9K | — | 10.00 | PN | — | 2020-04-17 | ↗ |
Institutional Activity (13F)
Institutional ownership trend
From
To
13F snapshot — 2026 Q1
Investors holding
20
-92 vs prev Q
New positions
3
Closed positions
91
Increased
7
Reduced
6
Put/Call ratio
0.00
Calls held
3.2K
Puts held
—
Top institutional holders
| # | Investor | Shares / Δ | Mkt value / Δ | Own% / Δ | Weight% / Δ | Avg px / Perf. | Hold / Status |
|---|---|---|---|---|---|---|---|
| 1 | SNOW PHIPPS GROUP, LLC | 13.35M +— (+0.0%) | 277.21M +35.0M (+14.4%) | 35.07% +0.000 pp | 79.04% +1.159 pp | USD13.46 +54.2% | 19 qtrs — |
| 2 | ALLIANZ ASSET MANAGEMENT GMBH | 12.64M +— (+0.0%) | 262.36M +33.1M (+14.4%) | 33.19% +0.000 pp | 0.27% +0.009 pp | USD11.81 +75.8% | 24 qtrs — |
| 3 | BEACH POINT CAPITAL MANAGEMENT LP | 6.00M +618.0K (+11.5%) | 124.47M +26.9M (+27.6%) | 15.75% +1.623 pp | 48.15% +4.010 pp | USD11.03 +88.2% | 24 qtrs — |
| 4 | BLACKROCK, INC. | 1.67M +14.5K (+0.9%) | 34.71M +4.6M (+15.4%) | 4.39% +0.038 pp | 0.00% +0.000 pp | USD19.16 +8.4% | 6 qtrs — |
| 5 | VANGUARD GROUP INC | 554.6K +75.4K (+15.7%) | 11.51M +2.8M (+32.5%) | 1.46% +0.198 pp | 0.00% +0.000 pp | USD11.87 +74.9% | 24 qtrs — |
| 6 | DIMENSIONAL FUND ADVISORS LP | 502.0K +47.9K (+10.6%) | 10.42M +2.2M (+26.5%) | 1.32% +0.126 pp | 0.00% +0.000 pp | USD17.28 +20.1% | 16 qtrs — |
| 7 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 450.0K +— (+0.0%) | 9.34M +1.2M (+14.4%) | 1.18% +0.000 pp | 0.01% +0.001 pp | USD7.65 +171.4% | 24 qtrs — |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 242.6K +21.6K (+9.8%) | 5.04M +1.0M (+25.6%) | 0.64% +0.057 pp | 0.00% +0.000 pp | USD14.89 +39.4% | 19 qtrs — |
| 9 | AMERICAN CENTURY COMPANIES INC | 232.8K +40.8K (+21.3%) | 4.83M +1.4M (+38.8%) | 0.61% +0.107 pp | 0.00% +0.001 pp | USD19.25 +7.8% | 6 qtrs — |
| 10 | STATE STREET CORP | 207.9K -2.2K (-1.1%) | 4.32M +504.4K (+13.2%) | 0.55% -0.006 pp | 0.00% +0.000 pp | USD14.33 +44.9% | 19 qtrs — |
| 11 | GOLDMAN SACHS GROUP INC | 173.1K -31.5K (-15.4%) | 3.59M -117.6K (-3.2%) | 0.45% -0.083 pp | 0.00% +0.000 pp | USD18.75 +10.7% | 12 qtrs — |
| 12 | QUBE RESEARCH & TECHNOLOGIES LTD | 131.8K -23.5K (-15.2%) | 2.74M -81.6K (-2.9%) | 0.35% -0.062 pp | 0.00% 0.000 pp | USD18.36 +13.1% | 4 qtrs — |
| 13 | MORGAN STANLEY | 105.5K +2.7K (+2.7%) | 2.19M +326.0K (+17.5%) | 0.28% +0.007 pp | 0.00% +0.000 pp | USD16.38 +26.7% | 24 qtrs — |
| 14 | ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 98.3K +— (+0.0%) | 2.04M +257.4K (+14.4%) | 0.26% +0.000 pp | 0.00% +0.000 pp | USD18.49 +12.3% | 6 qtrs — |
| 15 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 87.6K +4.3K (+5.2%) | 1.82M +307.8K (+20.4%) | 0.23% +0.011 pp | 0.00% +0.000 pp | USD17.50 +18.6% | 19 qtrs — |
| 16 | NORTHERN TRUST CORP | 77.3K +4.6K (+6.4%) | 1.60M +286.8K (+21.8%) | 0.20% +0.012 pp | 0.00% +0.000 pp | USD13.54 +53.3% | 24 qtrs — |
| 17 | AQR CAPITAL MANAGEMENT LLC | 75.1K +46.2K (+160.3%) | 1.56M +1.0M (+197.8%) | 0.20% +0.121 pp | 0.00% +0.001 pp | USD19.89 +4.4% | 3 qtrs — |
| 18 | NFJ INVESTMENT GROUP, LLC | 72.6K -3.2K (-4.2%) | 1.51M +131.9K (+9.6%) | 0.19% -0.008 pp | 0.05% +0.007 pp | USD18.14 +14.4% | 2 qtrs — |
| 19 | MILLENNIUM MANAGEMENT LLC | 68.7K -148.4K (-68.3%) | 1.43M -2.5M (-63.8%) | 0.18% -0.390 pp | 0.00% -0.001 pp | USD17.96 +15.6% | 12 qtrs — |
| 20 | HSBC HOLDINGS PLC | 70.2K -4.2K (-5.6%) | 1.36M +21.8K (+1.6%) | 0.18% -0.011 pp | 0.00% +0.000 pp | USD16.24 +27.8% | 24 qtrs — |
| 21 | CREATIVE PLANNING | 57.0K +9.5K (+20.0%) | 1.18M +321.7K (+37.4%) | 0.15% +0.025 pp | 0.00% +0.000 pp | USD18.91 +9.8% | 3 qtrs — |
| 22 | NUVEEN, LLC | 56.2K +5.8K (+11.4%) | 1.17M +251.8K (+27.5%) | 0.15% +0.015 pp | 0.00% +0.000 pp | USD18.71 +11.0% | 4 qtrs — |
| 23 | GSA CAPITAL PARTNERS LLP | 50.9K +11.0K (+27.7%) | 1.06M +334.0K (+46.2%) | 0.13% +0.029 pp | 0.09% +0.031 pp | USD19.35 +7.3% | 6 qtrs — |
| 24 | BANK OF NEW YORK MELLON CORP | 48.8K -4.7K (-8.8%) | 1.01M +41.9K (+4.3%) | 0.13% -0.012 pp | 0.00% +0.000 pp | USD16.94 +22.6% | 19 qtrs — |
| 25 | MARINER, LLC | 44.9K +1.7K (+4.0%) | 932.5K +148.8K (+19.0%) | 0.12% +0.005 pp | 0.00% +0.000 pp | USD15.87 +30.8% | 14 qtrs — |
| 26 | CITADEL ADVISORS LLC | 44.7K -44.4K (-49.8%) | 928.5K -689.0K (-42.6%) | 0.12% -0.117 pp | 0.00% 0.000 pp | USD18.55 +11.9% | 10 qtrs — |
| 27 | JANE STREET GROUP, LLC | 38.3K -36.1K (-48.5%) | 795.1K -554.5K (-41.1%) | 0.10% -0.095 pp | 0.00% 0.000 pp | USD18.71 +11.0% | 4 qtrs — |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 35.6K +20.7K (+138.9%) | 739.1K +468.8K (+173.4%) | 0.09% +0.054 pp | 0.00% +0.000 pp | USD19.63 +5.8% | 7 qtrs — |
| 29 | QUANTINNO CAPITAL MANAGEMENT LP | 33.7K +9.2K (+37.5%) | 698.9K +254.8K (+57.4%) | 0.09% +0.024 pp | 0.00% +0.000 pp | USD19.00 +9.3% | 3 qtrs — |
| 30 | UBS GROUP AG | 32.9K +11.6K (+54.3%) | 683.8K +296.4K (+76.5%) | 0.09% +0.030 pp | 0.00% +0.000 pp | USD18.94 +9.6% | 24 qtrs — |
| 31 | PEAK6 LLC | 32.9K +32.9K (+100.0%) | 682.2K +682.2K (+100.0%) | 0.09% +0.086 pp | 0.00% +0.001 pp | USD20.76 +0.0% | 1 qtrs NEW |
| 32 | JPMORGAN CHASE & CO | 31.4K +1.3K (+4.4%) | 652.6K +106.5K (+19.5%) | 0.08% +0.002 pp | 0.00% +0.000 pp | USD18.75 +10.7% | 19 qtrs — |
| 33 | FIRST TRUST ADVISORS LP | 31.3K +1.7K (+5.6%) | 649.8K +112.1K (+20.8%) | 0.08% +0.004 pp | 0.00% +0.000 pp | USD18.28 +13.6% | 2 qtrs — |
| 34 | BRIDGEWAY CAPITAL MANAGEMENT, LLC | 31.2K +— (+0.0%) | 647.0K +81.7K (+14.4%) | 0.08% +0.000 pp | 0.01% +0.002 pp | USD11.38 +82.4% | 22 qtrs — |
| 35 | BANK OF AMERICA CORP /DE/ | 31.0K -9.2K (-23.0%) | 643.0K -86.5K (-11.9%) | 0.08% -0.027 pp | 0.00% +0.000 pp | USD17.10 +21.4% | 24 qtrs — |
| 36 | TREXQUANT INVESTMENT LP | 30.1K -35.5K (-54.1%) | 625.3K -564.4K (-47.4%) | 0.08% -0.093 pp | 0.01% -0.007 pp | USD18.76 +10.7% | 6 qtrs — |
| 37 | TUDOR INVESTMENT CORP ET AL | 29.6K +29.6K (+100.0%) | 614.6K +614.6K (+100.0%) | 0.08% +0.078 pp | 0.00% +0.001 pp | USD20.76 +0.0% | 1 qtrs NEW |
| 38 | EMPOWERED FUNDS, LLC | 29.2K +— (+0.0%) | 605.5K +76.4K (+14.4%) | 0.08% +0.000 pp | 0.00% -0.001 pp | USD13.49 +53.9% | 11 qtrs — |
| 39 | ALPS ADVISORS INC | 24.6K +207.0 (+0.8%) | 510.0K +68.1K (+15.4%) | 0.06% +0.001 pp | 0.00% +0.001 pp | USD18.16 +14.3% | 2 qtrs — |
| 40 | TWO SIGMA INVESTMENTS, LP | 24.5K -72.4K (-74.7%) | 509.5K -1.2M (-71.0%) | 0.06% -0.190 pp | 0.00% -0.002 pp | USD18.30 +13.4% | 4 qtrs — |
| 41 | BARCLAYS PLC | 24.4K +4.4K (+22.3%) | 505.8K +115.2K (+29.5%) | 0.06% +0.010 pp | 0.00% +0.000 pp | USD18.51 +12.2% | 16 qtrs — |
| 42 | VOYA INVESTMENT MANAGEMENT LLC | 22.8K +454.0 (+2.0%) | 472.4K +67.9K (+16.8%) | 0.06% +0.001 pp | 0.00% +0.000 pp | USD18.43 +12.6% | 3 qtrs — |
| 43 | PDT PARTNERS, LLC | 19.7K +1.7K (+9.2%) | 409.3K +81.7K (+24.9%) | 0.05% +0.004 pp | 0.03% +0.006 pp | USD18.73 +10.8% | 3 qtrs — |
| 44 | STERLING CAPITAL MANAGEMENT LLC | 17.6K +16.9K (+2,577.7%) | 364.7K +352.8K (+2,964.5%) | 0.05% +0.044 pp | 0.01% +0.006 pp | USD20.68 +0.4% | 6 qtrs — |
| 45 | WELLS FARGO & COMPANY/MN | 17.5K +6.1K (+52.8%) | 364.3K +155.9K (+74.8%) | 0.05% +0.016 pp | 0.00% +0.000 pp | USD18.72 +10.9% | 24 qtrs — |
| 46 | HRT FINANCIAL LP | 16.5K -48.1K (-74.5%) | 341.0K -829.0K (-70.9%) | 0.04% -0.126 pp | 0.00% -0.003 pp | USD18.14 +14.4% | 4 qtrs — |
| 47 | D. E. SHAW & CO., INC. | 14.9K +14.9K (+100.0%) | 309.5K +309.5K (+100.0%) | 0.04% +0.039 pp | 0.00% +0.000 pp | USD20.76 +0.0% | 1 qtrs NEW |
| 48 | PHARVISION ADVISERS, LLC | 14.5K +14.5K (+100.0%) | 300.5K +300.5K (+100.0%) | 0.04% +0.038 pp | 0.15% +0.152 pp | USD20.76 +0.0% | 1 qtrs NEW |
| 49 | MARSHALL WACE, LLP | 14.3K -91.9K (-86.6%) | 296.2K -1.6M (-84.6%) | 0.04% -0.241 pp | 0.00% -0.002 pp | USD18.33 +13.3% | 6 qtrs — |
| 50 | CANADA PENSION PLAN INVESTMENT BOARD | 13.6K +13.6K (+100.0%) | 282.3K +282.3K (+100.0%) | 0.04% +0.036 pp | 0.00% +0.000 pp | USD20.76 +0.0% | 1 qtrs NEW |
| 51 | YORKTOWN MANAGEMENT & RESEARCH CO INC | 13.0K +— (+0.0%) | 269.9K +34.1K (+14.4%) | 0.03% +0.000 pp | 0.22% +0.028 pp | USD18.14 +14.4% | 2 qtrs — |
| 52 | RHUMBLINE ADVISERS | 12.9K -1.2K (-8.5%) | 268.5K +12.0K (+4.7%) | 0.03% -0.003 pp | 0.00% +0.000 pp | USD13.00 +59.7% | 15 qtrs — |
| 53 | CONNOR, CLARK & LUNN INVESTMENT MANAGEMENT LTD. | 11.3K -20.0K (-63.9%) | 234.0K -332.6K (-58.7%) | 0.03% -0.052 pp | 0.00% -0.001 pp | USD18.93 +9.7% | 6 qtrs — |
| 54 | CAMPBELL & CO INVESTMENT ADVISER LLC | 10.9K -3.8K (-26.0%) | 225.6K -40.9K (-15.4%) | 0.03% -0.010 pp | 0.01% -0.009 pp | USD18.54 +12.0% | 3 qtrs — |
| 55 | SQUAREPOINT OPS LLC | 10.6K +10.6K (+100.0%) | 220.2K +220.2K (+100.0%) | 0.03% +0.028 pp | 0.00% +0.000 pp | USD20.76 +0.0% | 6 qtrs — |
| 56 | RUSSELL INVESTMENTS GROUP, LTD. | 10.2K +3.1K (+43.1%) | 211.1K +82.2K (+63.8%) | 0.03% +0.008 pp | 0.00% +0.000 pp | USD19.08 +8.8% | 6 qtrs — |
| 57 | IEQ CAPITAL, LLC | 10.1K +10.1K (+100.0%) | 209.1K +209.1K (+100.0%) | 0.03% +0.026 pp | 0.00% +0.001 pp | USD20.76 +0.0% | 1 qtrs NEW |
| 58 | DEUTSCHE BANK AG\ | 9.3K +4.5K (+94.5%) | 194.0K +106.8K (+122.6%) | 0.02% +0.012 pp | 0.00% +0.000 pp | USD17.07 +21.6% | 19 qtrs — |
| 59 | METLIFE INVESTMENT MANAGEMENT, LLC | 7.6K +— (+0.0%) | 157.0K +19.8K (+14.4%) | 0.02% +0.000 pp | 0.00% +0.000 pp | USD17.69 +17.4% | 9 qtrs — |
| 60 | CAPTION MANAGEMENT, LLC | 5.6K -14.8K (-72.4%) | 117.1K -253.7K (-68.4%) | 0.01% -0.039 pp | 0.00% -0.002 pp | USD18.51 +12.2% | 3 qtrs — |
| 61 | FMR LLC | 5.3K +241.0 (+4.8%) | 110.3K +18.3K (+19.9%) | 0.01% +0.001 pp | 0.00% +0.000 pp | USD14.79 +40.4% | 16 qtrs — |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 5.3K +895.0 (+20.3%) | 110.2K +30.1K (+37.7%) | 0.01% +0.002 pp | 0.00% +0.000 pp | USD18.64 +11.4% | 7 qtrs — |
| 63 | BNP PARIBAS ARBITRAGE, SNC | 5.2K -5.0K (-48.9%) | 108.8K -77.2K (-41.5%) | 0.01% -0.013 pp | 0.00% 0.000 pp | USD19.00 +9.3% | 5 qtrs — |
| 64 | CWM, LLC | 4.9K +2.8K (+132.5%) | 102.0K +64.0K (+168.4%) | 0.01% +0.007 pp | 0.00% +0.000 pp | USD20.20 +2.8% | 7 qtrs — |
| 65 | NEW YORK STATE COMMON RETIREMENT FUND | 3.9K +— (+0.0%) | 80.4K +10.2K (+14.4%) | 0.01% +0.000 pp | 0.00% +0.000 pp | USD12.50 +66.1% | 19 qtrs — |
| 66 | POLICE & FIREMEN'S RETIREMENT SYSTEM OF NEW JERSEY | 2.0K -1.9K (-48.9%) | 42.0K -29.8K (-41.5%) | 0.01% -0.005 pp | 0.00% 0.000 pp | USD18.41 +12.8% | 4 qtrs — |
| 67 | SIMPLEX TRADING, LLC | 1.6K -33.4K (-95.3%) | 34.1K -600.9K (-94.6%) | 0.00% -0.088 pp | 0.00% 0.000 pp | USD19.00 +9.3% | 5 qtrs — |
| 68 | CITIGROUP INC | 1.4K -665.0 (-33.0%) | 28.1K -8.5K (-23.3%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD17.75 +17.0% | 19 qtrs — |
| 69 | ACADIAN ASSET MANAGEMENT LLC | 1.3K -4.4K (-76.7%) | 27.0K -76.0K (-73.8%) | 0.00% -0.011 pp | 0.00% 0.000 pp | USD18.57 +11.8% | 4 qtrs — |
| 70 | AMERITAS INVESTMENT PARTNERS, INC. | 1.1K +— (+0.0%) | 23.7K +3.0K (+14.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD14.99 +38.5% | 19 qtrs — |
| 71 | LEGAL & GENERAL GROUP PLC | 1.0K +259.0 (+33.9%) | 21.2K +7.4K (+53.2%) | 0.00% +0.001 pp | 0.00% +0.000 pp | USD16.74 +24.0% | 19 qtrs — |
| 72 | QUARRY LP | 970.00 +107.0 (+12.4%) | 20.1K +4.5K (+28.6%) | 0.00% +0.000 pp | 0.00% 0.000 pp | USD18.43 +12.6% | 2 qtrs — |
| 73 | UBS ASSET MANAGEMENT AMERICAS INC | 886.00 +886.0 (+100.0%) | 18.4K +18.4K (+100.0%) | 0.00% +0.002 pp | 0.00% +0.000 pp | USD20.76 +0.0% | 1 qtrs NEW |
| 74 | HARBOR CAPITAL ADVISORS, INC. | 748.00 -13.0 (-1.7%) | 16.0K +2.0K (+14.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.38 +7.1% | 6 qtrs — |
| 75 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 706.00 +53.0 (+8.1%) | 14.7K +2.8K (+23.7%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD13.06 +59.0% | 19 qtrs — |
| 76 | VERSANT CAPITAL MANAGEMENT, INC | 603.00 +— (+0.0%) | 12.5K +1.6K (+14.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.14 +14.4% | 2 qtrs — |
| 77 | TOWER RESEARCH CAPITAL LLC (TRC) | 492.00 -287.0 (-36.8%) | 10.2K -3.9K (-27.7%) | 0.00% -0.001 pp | 0.00% 0.000 pp | USD18.44 +12.6% | 23 qtrs — |
| 78 | ROYAL BANK OF CANADA | 421.00 -642.0 (-60.4%) | 9.0K -11.0K (-55.0%) | 0.00% -0.002 pp | 0.00% +0.000 pp | USD16.91 +22.8% | 19 qtrs — |
| 79 | AMALGAMATED BANK | 360.00 +65.0 (+22.0%) | 7.0K +2.0K (+40.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.71 +63.3% | 16 qtrs — |
| 80 | ALLWORTH FINANCIAL LP | 239.00 +116.0 (+94.3%) | 5.0K +2.7K (+122.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.61 +5.9% | 3 qtrs — |
| 81 | OPTIVER HOLDING B.V. | 188.00 +— (+0.0%) | 3.9K +493.0 (+14.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.14 +14.4% | 2 qtrs — |
| 82 | GAMMA INVESTING LLC | 184.00 -3.0 (-1.6%) | 3.8K +428.0 (+12.6%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.34 +13.2% | 5 qtrs — |
| 83 | EVERSOURCE WEALTH ADVISORS, LLC | 163.00 +112.0 (+219.6%) | 3.4K +2.5K (+265.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.99 +3.9% | 5 qtrs — |
| 84 | COVESTOR LTD | 124.00 -26.0 (-17.3%) | 3.0K +— (+0.0%) | 0.00% 0.000 pp | 0.00% 0.000 pp | USD19.03 +9.1% | 5 qtrs — |
| 85 | SIGNATUREFD, LLC | 124.00 -14.0 (-10.1%) | 2.6K +71.0 (+2.8%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.52 +12.1% | 3 qtrs — |
| 86 | IFP ADVISORS, INC | 117.00 +34.0 (+41.0%) | 2.4K +923.0 (+61.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.15 +8.4% | 3 qtrs — |
| 87 | NISA INVESTMENT ADVISORS, LLC | 100.00 +— (+0.0%) | 2.1K +262.0 (+14.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD12.29 +68.9% | 11 qtrs — |
| 88 | CORNERSTONE PLANNING GROUP LLC | 78.00 +44.0 (+129.4%) | 1.6K -40.0 (-2.5%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.77 +5.0% | 3 qtrs — |
| 89 | ROTHSCHILD INVESTMENT LLC | 61.00 +26.0 (+74.3%) | 1.3K +631.0 (+99.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.23 +8.0% | 2 qtrs — |
| 90 | FEDERATED HERMES, INC. | 59.00 -35.0 (-37.2%) | 1.2K -480.0 (-28.2%) | 0.00% 0.000 pp | 0.00% +0.000 pp | USD18.73 +10.8% | 7 qtrs — |
| 91 | RIALTO WEALTH MANAGEMENT, LLC | 30.00 +— (+0.0%) | 623.00 +78.0 (+14.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.53 +12.0% | 3 qtrs — |
| 92 | MARQUETTE ASSET MANAGEMENT, LLC | 27.00 +27.0 (+100.0%) | 561.00 +561.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.74 +0.1% | 1 qtrs NEW |
| 93 | OPTIMA CAPITAL LLC | 27.00 +27.0 (+100.0%) | 561.00 +561.0 (+100.0%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD20.74 +0.1% | 1 qtrs NEW |
| 94 | PARALLEL ADVISORS, LLC | 25.00 +— (+0.0%) | 519.00 +65.0 (+14.3%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD18.52 +12.1% | 3 qtrs — |
| 95 | PNC FINANCIAL SERVICES GROUP, INC. | 22.00 +13.0 (+144.4%) | 457.00 +294.0 (+180.4%) | 0.00% +0.000 pp | 0.00% +0.000 pp | USD19.64 +5.7% | 4 qtrs — |
Ownership breakdown by holder
ETF Ownership
Top ETFs holding this stock
Held by 65 ETFs in our universe
| # | ETF | Weight | Est. AUM exposure | TER |
|---|---|---|---|---|
| 1 | Barron's 400SM ETF BFOR | 0.22% | 497.4K | 0.65% |
| 2 | First Trust Dow Jones Select MicroCap Index Fund FDM | 0.22% | 562.2K | 0.65% |
| 3 | Harbor AlphaEdge Small Cap Earners ETF (EBIT) EBIT | 0.15% | 18.1K | 0.29% |
| 4 | BondBloxx B Rated USD High Yield Corporate Bond ETF XB | 0.12% | 68.8K | 0.30% |
| 5 | WisdomTree U.S. SmallCap Fund EES | 0.07% | 475.4K | 0.38% |
| 6 | iShares Micro-Cap ETF IWC | 0.05% | 716.6K | 0.60% |
| 7 | Avantis U.S. Small Cap Value ETF AVUV | 0.02% | 5.53M | 0.25% |
| 8 | EA Bridgeway Omni Small-Cap Value ETF BSVO | 0.02% | 265.5K | 0.47% |
| 9 | iShares Russell 2000 Value ETF IWN | 0.02% | 2.20M | 0.24% |
| 10 | Vanguard Russell 2000 Value ETF VTWV | 0.01% | 156.0K | 0.06% |
Insider Activity
Insider Activity — Latest Quarter
Ratio by transactions
0.00
Bearish
Ratio by volume
0.00
Bearish
Buys
0
Sells
2
Shares acquired
—
Shares disposed
3.7K
Cash buys
—
Cash sales
2.00
Net activity
-3,703
Insider buys vs sells (history)
From
To
Recent insider transactions
From
To
| Date | Person | Role | Transaction | A/D | Security | Shares | Price | Value | Owned after | D/I | Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-01 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,573 | 19.30 | 30.4K | 69,973 | I | ↗ |
| 2026-04-17 | Taylor Jeffrey T. | Officer | S-Sale | D | Common Stock | 2,130 | 20.00 | 42.6K | 178,985 | D | ↗ |
| 2026-04-01 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,573 | 18.13 | 28.5K | 71,546 | I | ↗ |
| 2026-03-31 | Kelly Roland Thomas | Officer | S-Sale | D | Common Stock | 814 | 18.22 | 14.8K | 98,994 | D | ↗ |
| 2026-03-30 | Kelly Roland Thomas | Officer | S-Sale | D | Common Stock | 14,026 | 18.03 | 252.9K | 99,808 | D | ↗ |
| 2026-03-17 | Kelly Roland Thomas | Officer | S-Sale | D | Common Stock | 5,160 | 18.06 | 93.2K | 113,934 | D | ↗ |
| 2026-03-02 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,573 | 18.32 | 28.8K | 73,119 | I | ↗ |
| 2026-02-02 | Taylor Jeffrey T. | Officer | S-Sale | D | Common Stock | 1,772 | 20.33 | 36.0K | 181,115 | D | ↗ |
| 2026-02-02 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,573 | 20.53 | 32.3K | 74,692 | I | ↗ |
| 2026-01-28 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 18,575 | 20.22 | 375.6K | 182,887 | D | ↗ |
| 2026-01-28 | Tam Fiona | Officer | F-InKind | D | Common Stock | 4,251 | 20.22 | 86.0K | 48,429 | D | ↗ |
| 2026-01-28 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 23,540 | 20.22 | 476.0K | 76,265 | I | ↗ |
| 2026-01-28 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 16,170 | 20.22 | 327.0K | 118,994 | D | ↗ |
| 2026-01-28 | Farrar Christopher D. | Director / Officer | F-InKind | D | Common Stock | 64,705 | 20.22 | 1.31M | 630,779 | I | ↗ |
| 2026-01-26 | Taylor Jeffrey T. | Officer | S-Sale | D | Common Stock | 1,770 | 20.00 | 35.4K | 184,137 | D | ↗ |
| 2026-01-23 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 4,140 | 19.39 | 80.3K | 185,907 | D | ↗ |
| 2026-01-23 | Tam Fiona | Officer | F-InKind | D | Common Stock | 453 | 19.39 | 8.8K | 47,880 | D | ↗ |
| 2026-01-23 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 4,329 | 19.39 | 83.9K | 56,493 | I | ↗ |
| 2026-01-23 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 1,416 | 19.39 | 27.5K | 123,753 | D | ↗ |
| 2026-01-23 | Farrar Christopher D. | Director / Officer | F-InKind | D | Common Stock | 23,171 | 19.39 | 449.3K | 553,734 | I | ↗ |
| 2026-01-21 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 3,430 | 19.53 | 67.0K | 190,047 | D | ↗ |
| 2026-01-21 | Tam Fiona | Officer | F-InKind | D | Common Stock | 541 | 19.53 | 10.6K | 48,333 | D | ↗ |
| 2026-01-21 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 3,374 | 19.53 | 65.9K | 52,754 | I | ↗ |
| 2026-01-21 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 1,752 | 19.53 | 34.2K | 125,169 | D | ↗ |
| 2026-01-21 | Farrar Christopher D. | Director / Officer | F-InKind | D | Common Stock | 25,681 | 19.53 | 501.5K | 538,877 | I | ↗ |
| 2026-01-15 | Taylor Jeffrey T. | Officer | A-Award | A | Common Stock | 19,132 | 19.60 | 375.0K | 174,345 | D | ↗ |
| 2026-01-15 | Tam Fiona | Officer | A-Award | A | Common Stock | 3,061 | 19.60 | 60.0K | 45,813 | D | ↗ |
| 2026-01-15 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,573 | 19.51 | 30.7K | 49,929 | I | ↗ |
| 2026-01-15 | Kelly Roland Thomas | Officer | A-Award | A | Common Stock | 14,030 | 19.60 | 275.0K | 112,891 | D | ↗ |
| 2026-01-15 | Farrar Christopher D. | Director / Officer | A-Award | A | Common Stock | 89,285 | 19.60 | 1.75M | 435,107 | D | ↗ |
| 2026-01-13 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 3,459 | 18.70 | 64.7K | 155,213 | D | ↗ |
| 2026-01-13 | Tam Fiona | Officer | F-InKind | D | Common Stock | 681 | 18.70 | 12.7K | 42,752 | D | ↗ |
| 2026-01-13 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 4,255 | 18.70 | 79.6K | 99,194 | D | ↗ |
| 2026-01-13 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 2,109 | 18.70 | 39.4K | 98,861 | D | ↗ |
| 2026-01-13 | Farrar Christopher D. | Director / Officer | F-InKind | D | Common Stock | 8,854 | 18.70 | 165.6K | 345,822 | D | ↗ |
| 2025-12-31 | Taylor Jeffrey T. | Officer | S-Sale | D | Common Stock | 3,049 | 20.13 | 61.4K | 158,672 | D | ↗ |
| 2025-12-16 | Taylor Jeffrey T. | Officer | S-Sale | D | Common Stock | 7,571 | 20.03 | 151.6K | 161,721 | D | ↗ |
| 2025-12-02 | Kelly Roland Thomas | Officer | S-Sale | D | Common Stock | 6,655 | 19.38 | 129.0K | 100,970 | D | ↗ |
| 2025-12-01 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,572 | 19.34 | 30.4K | 46,967 | I | ↗ |
| 2025-11-03 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,572 | 18.50 | 29.1K | 48,539 | I | ↗ |
| 2025-10-01 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,572 | 18.05 | 28.4K | 50,111 | I | ↗ |
| 2025-09-02 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,572 | 18.85 | 29.6K | 51,683 | I | ↗ |
| 2025-08-12 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,572 | 18.00 | 28.3K | 53,255 | I | ↗ |
| 2025-07-01 | Szczepaniak Mark R | Officer | S-Sale | D | Common Stock | 1,572 | 18.44 | 29.0K | 54,827 | I | ↗ |
| 2025-06-30 | Kelly Roland Thomas | Officer | J-Other | A | Common Stock | 1,204 | 15.76 | 19.0K | 107,625 | D | ↗ |
| 2025-06-30 | Farrar Christopher D. | Director / Officer | J-Other | A | Common Stock | 1,204 | 15.76 | 19.0K | 694,919 | D | ↗ |
| 2025-05-23 | Schaefer Joy L. | Director | A-Award | A | Common Stock | 5,764 | 16.48 | 95.0K | 43,365 | D | ↗ |
| 2025-05-23 | Pitstick John | Director | A-Award | A | Common Stock | 5,764 | 16.48 | 95.0K | 63,898 | D | ↗ |
| 2025-05-23 | Beckett Dorika M | Director | A-Award | A | Common Stock | 5,764 | 16.48 | 95.0K | 35,898 | D | ↗ |
| 2025-05-01 | TOBI III SPE I LLC | Director / 10% Owner | M-Exempt | D | Warrant (right to buy) | 1,673,958 | 0.00 | — | 0 | D | ↗ |
| 2025-03-27 | SPG GP, LLC | Director / 10% Owner | M-Exempt | D | Private Placement Warrant (right to buy) | 446,389 | 4.94 | 2.21M | 0 | I | ↗ |
| 2025-03-06 | TOBI III SPE I LLC | Director / 10% Owner | A-Award | A | Warrant (right to buy) | 1,673,958 | 0.00 | — | 1,673,958 | D | ↗ |
| 2025-03-06 | SPG GP, LLC | Director / 10% Owner | A-Award | A | Private Placement Warrant | 892,777 | 2.96 | 2.64M | 892,777 | I | ↗ |
| 2025-02-14 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 2,872 | 18.56 | 53.3K | 169,292 | D | ↗ |
| 2025-02-14 | Tam Fiona | Officer | F-InKind | D | Common Stock | 638 | 18.56 | 11.8K | 43,433 | D | ↗ |
| 2025-02-14 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 2,678 | 18.56 | 49.7K | 162,811 | D | ↗ |
| 2025-02-14 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 1,205 | 18.56 | 22.4K | 106,421 | D | ↗ |
| 2025-02-14 | Farrar Christopher D. | Director / Officer | F-InKind | D | Common Stock | 5,367 | 18.56 | 99.6K | 693,715 | D | ↗ |
| 2025-01-23 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 4,065 | 18.42 | 74.9K | 172,164 | D | ↗ |
| 2025-01-23 | Tam Fiona | Officer | F-InKind | D | Common Stock | 543 | 18.42 | 10.0K | 44,071 | D | ↗ |
| 2025-01-23 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 4,321 | 18.42 | 79.6K | 165,489 | D | ↗ |
| 2025-01-23 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 2,113 | 18.42 | 38.9K | 107,626 | D | ↗ |
| 2025-01-21 | Taylor Jeffrey T. | Officer | A-Award | A | Common Stock | 18,597 | 18.82 | 350.0K | 159,215 | D | ↗ |
| 2025-01-21 | Tam Fiona | Officer | A-Award | A | Performance Stock Units | 3,188 | 18.82 | 60.0K | 44,428 | D | ↗ |
| 2025-01-21 | Szczepaniak Mark R | Officer | A-Award | A | Common Stock | 18,597 | 18.82 | 350.0K | 152,390 | D | ↗ |
| 2025-01-21 | Kelly Roland Thomas | Officer | A-Award | A | Performance Stock Units | 13,283 | 18.82 | 250.0K | 110,359 | D | ↗ |
| 2025-01-21 | Farrar Christopher D. | Director / Officer | A-Award | A | Performance Stock Units | 77,045 | 18.82 | 1.45M | 654,082 | D | ↗ |
| 2025-01-13 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 3,343 | 18.72 | 62.6K | 140,618 | D | ↗ |
| 2025-01-13 | Tam Fiona | Officer | F-InKind | D | Common Stock | 742 | 18.72 | 13.9K | 38,052 | D | ↗ |
| 2025-01-13 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 4,270 | 18.72 | 79.9K | 133,792 | D | ↗ |
| 2025-01-13 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 3,013 | 18.72 | 56.4K | 83,793 | D | ↗ |
| 2024-06-28 | Kelly Roland Thomas | Officer | J-Other | A | Common Stock | 1,583 | 13.42 | 21.2K | 86,806 | — | ↗ |
| 2024-06-28 | Farrar Christopher D. | Director / Officer | J-Other | A | Common Stock | 1,583 | 13.42 | 21.2K | 564,020 | — | ↗ |
| 2024-05-19 | Schaefer Joy L. | Director | D-Return | D | Common Stock | 4,964 | 17.88 | 88.8K | 37,601 | — | ↗ |
| 2024-05-19 | Pitstick John | Director | D-Return | D | Common Stock | 4,964 | 17.88 | 88.8K | 58,134 | — | ↗ |
| 2024-05-19 | Beckett Dorika M | Director | D-Return | D | Common Stock | 4,964 | 17.88 | 88.8K | 29,785 | — | ↗ |
| 2024-05-17 | Schaefer Joy L. | Director | A-Award | A | Common Stock | 5,313 | 17.88 | 95.0K | 42,565 | — | ↗ |
| 2024-05-17 | Pitstick John | Director | A-Award | A | Common Stock | 5,313 | 17.88 | 95.0K | 63,098 | — | ↗ |
| 2024-05-17 | Beckett Dorika M | Director | A-Award | A | Common Stock | 5,313 | 17.88 | 95.0K | 35,098 | — | ↗ |
| 2024-02-14 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 2,859 | 16.01 | 45.8K | 143,961 | — | ↗ |
| 2024-02-14 | Tam Fiona | Officer | F-InKind | D | Common Stock | 575 | 16.01 | 9.2K | 38,794 | — | ↗ |
| 2024-02-14 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 2,673 | 16.01 | 42.8K | 138,062 | — | ↗ |
| 2024-02-14 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 1,203 | 16.01 | 19.3K | 85,223 | — | ↗ |
| 2024-01-23 | Taylor Jeffrey T. | Officer | A-Award | A | Common Stock | 22,343 | 15.86 | 354.4K | 124,477 | — | ↗ |
| 2024-01-23 | Tam Fiona | Officer | A-Award | A | Performance Stock Units | 3,783 | 15.86 | 60.0K | 39,369 | — | ↗ |
| 2024-01-23 | Szczepaniak Mark R | Officer | A-Award | A | Common Stock | 24,205 | 15.86 | 383.9K | 116,530 | — | ↗ |
| 2024-01-23 | Kelly Roland Thomas | Officer | A-Award | A | Option - Right to Buy | 100 | 15.86 | 1.6K | 100 | — | ↗ |
| 2024-01-23 | Farrar Christopher D. | Director / Officer | A-Award | A | Performance Stock Units | 69,514 | 15.86 | 1.10M | 680,577 | — | ↗ |
| 2024-01-15 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 11,146 | 16.02 | 178.6K | 102,134 | — | ↗ |
| 2024-01-15 | Tam Fiona | Officer | F-InKind | D | Common Stock | 3,645 | 16.02 | 58.4K | 31,803 | — | ↗ |
| 2024-01-15 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 10,686 | 16.02 | 171.2K | 92,325 | — | ↗ |
| 2024-01-15 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 5,806 | 16.02 | 93.0K | 62,758 | — | ↗ |
| 2024-01-13 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 3,087 | 16.02 | 49.5K | 113,280 | — | ↗ |
| 2024-01-13 | Tam Fiona | Officer | F-InKind | D | Common Stock | 821 | 16.02 | 13.2K | 35,448 | — | ↗ |
| 2024-01-13 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 4,241 | 16.02 | 67.9K | 103,011 | — | ↗ |
| 2024-01-13 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 2,728 | 16.02 | 43.7K | 68,564 | — | ↗ |
| 2023-12-15 | Kelly Roland Thomas | Officer | J-Other | A | Common Stock | 747 | 10.01 | 7.5K | 71,292 | — | ↗ |
| 2023-05-19 | Schaefer Joy L. | Director | A-Award | A | Common Stock | 10,543 | 9.01 | 95.0K | 37,252 | — | ↗ |
| 2023-05-19 | Pitstick John | Director | A-Award | A | Common Stock | 10,543 | 9.01 | 95.0K | 57,785 | — | ↗ |
| 2023-05-19 | Beckett Dorika M | Director | A-Award | A | Common Stock | 10,543 | 9.01 | 95.0K | 29,785 | — | ↗ |
| 2023-04-07 | Maasarani Omar | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2023-03-24 | Szczepaniak Mark R | Officer | D-Return | D | Common Stock | 16,355 | 9.13 | 149.3K | 107,252 | — | ↗ |
| 2023-03-13 | Pitstick John | Director | P-Purchase | A | Common Stock | 3,000 | 8.27 | 24.8K | 47,242 | — | ↗ |
| 2023-02-14 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 1,729 | 10.03 | 17.3K | 113,736 | — | ↗ |
| 2023-02-14 | Tam Fiona | Officer | F-InKind | D | Common Stock | 432 | 10.03 | 4.3K | 36,269 | — | ↗ |
| 2023-02-14 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 1,729 | 10.03 | 17.3K | 123,607 | — | ↗ |
| 2023-02-14 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 779 | 10.03 | 7.8K | 68,840 | — | ↗ |
| 2023-01-15 | Taylor Jeffrey T. | Director | F-InKind | D | Common Stock | 6,916 | 10.00 | 69.2K | 115,465 | — | ↗ |
| 2023-01-15 | Tam Fiona | Director / Officer | F-InKind | D | Common Stock | 2,565 | 10.00 | 25.7K | 36,612 | — | ↗ |
| 2023-01-15 | Szczepaniak Mark R | Director / Officer | F-InKind | D | Common Stock | 6,916 | 10.00 | 69.2K | 125,336 | — | ↗ |
| 2023-01-15 | Kelly Roland Thomas | Director / Officer | F-InKind | D | Common Stock | 3,458 | 10.00 | 34.6K | 69,618 | — | ↗ |
| 2023-01-15 | Farrar Christopher D. | Director / Officer | F-InKind | D | Common Stock | 20,748 | 10.00 | 207.5K | 538,918 | — | ↗ |
| 2023-01-13 | Taylor Jeffrey T. | Director | A-Award | A | Common Stock | 17,325 | 10.00 | 173.3K | 105,056 | — | ↗ |
| 2023-01-13 | Tam Fiona | Director / Officer | A-Award | A | Performance Stock Units | 4,800 | 10.00 | 48.0K | 39,266 | — | ↗ |
| 2023-01-13 | Szczepaniak Mark R | Director / Officer | A-Award | A | Performance Stock Units | 21,656 | 10.00 | 216.6K | 132,252 | — | ↗ |
| 2023-01-13 | Kelly Roland Thomas | Director / Officer | A-Award | A | Common Stock | 15,356 | 10.00 | 153.6K | 57,721 | — | ↗ |
| 2023-01-13 | Farrar Christopher D. | Director / Officer | A-Award | A | Common Stock | 70,875 | 10.00 | 708.8K | 285,875 | — | ↗ |
| 2022-12-30 | Taylor Jeffrey T. | Director | J-Other | A | Common Stock | 384 | 8.20 | 3.1K | 87,731 | — | ↗ |
| 2022-12-30 | Tam Fiona | Director / Officer | J-Other | A | Common Stock | 2,194 | 8.20 | 18.0K | 29,666 | — | ↗ |
| 2022-12-30 | Kelly Roland Thomas | Officer | J-Other | A | Common Stock | 1,705 | 8.08 | 13.8K | 70,545 | — | ↗ |
| 2022-12-30 | Farrar Christopher D. | Director / Officer | J-Other | A | Common Stock | 2,631 | 8.08 | 21.2K | 284,381 | — | ↗ |
| 2022-05-19 | Schaefer Joy L. | Director | A-Award | A | Common Stock | 10,405 | 9.13 | 95.0K | 26,709 | — | ↗ |
| 2022-05-19 | Pitstick John | Director | A-Award | A | Common Stock | 10,405 | 9.13 | 95.0K | 44,242 | — | ↗ |
| 2022-05-19 | Beckett Dorika M | Director | A-Award | A | Common Stock | 10,405 | 9.13 | 95.0K | 19,242 | — | ↗ |
| 2022-02-14 | Taylor Jeffrey T. | Officer | A-Award | A | Common Stock | 15,000 | 12.63 | 189.5K | 72,347 | — | ↗ |
| 2022-02-14 | Tam Fiona | Officer | A-Award | A | Common Stock | 3,750 | 12.63 | 47.4K | 23,722 | — | ↗ |
| 2022-02-14 | Szczepaniak Mark R | Officer | A-Award | A | Common Stock | 15,000 | 12.63 | 189.5K | 73,940 | — | ↗ |
| 2022-02-14 | Oltmann Christopher J | Officer | A-Award | A | Common Stock | 3,750 | 12.63 | 47.4K | 22,968 | — | ↗ |
| 2022-02-14 | Kelly Roland Thomas | Officer | A-Award | A | Common Stock | 6,750 | 12.63 | 85.3K | 33,405 | — | ↗ |
| 2022-02-14 | Farrar Christopher D. | Director / Officer | A-Award | A | Performance Stock Units | 45,000 | 12.63 | 568.4K | 275,000 | — | ↗ |
| 2022-02-08 | Tam Fiona | Officer | — | D | Common Stock | 0 | 0.00 | — | 19,972 | — | ↗ |
| 2022-01-15 | Taylor Jeffrey T. | Officer | F-InKind | D | Common Stock | 7,476 | 13.61 | 101.7K | 57,347 | — | ↗ |
| 2022-01-15 | Szczepaniak Mark R | Officer | F-InKind | D | Common Stock | 7,460 | 13.61 | 101.5K | 58,940 | — | ↗ |
| 2022-01-15 | Oltmann Christopher J | Officer | F-InKind | D | Common Stock | 2,532 | 13.61 | 34.5K | 19,218 | — | ↗ |
| 2022-01-15 | Kelly Roland Thomas | Officer | F-InKind | D | Common Stock | 3,445 | 13.61 | 46.9K | 26,655 | — | ↗ |
| 2021-10-08 | TOBI III SPE I LLC | Director / 10% Owner | C-Conversion | A | Common Stock | 6,493,506 | 3.85 | 25.00M | 10,963,806 | — | ↗ |
| 2021-10-08 | SPG GP, LLC | Director / 10% Owner | C-Conversion | A | Common Stock | 5,194,804 | 3.85 | 20.00M | 12,272,765 | — | ↗ |
| 2021-06-28 | Verner Katherine | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-05-19 | Schaefer Joy L. | Director | A-Award | A | Common Stock | 8,837 | 10.75 | 95.0K | 16,304 | — | ↗ |
| 2021-05-19 | Pitstick John | Director | A-Award | A | Common Stock | 8,837 | 10.75 | 95.0K | 33,837 | — | ↗ |
| 2021-05-19 | Beckett Dorika M | Director | A-Award | A | Common Stock | 8,837 | 10.75 | 95.0K | 8,837 | — | ↗ |
| 2021-04-30 | Chiao Michael | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-04-30 | Ballen Daniel | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2021-01-15 | Taylor Jeffrey T. | Officer | A-Award | A | Common Stock | 60,000 | 7.04 | 422.4K | 64,823 | — | ↗ |
| 2021-01-15 | Szczepaniak Mark R | Officer | A-Award | A | Common Stock | 60,000 | 7.04 | 422.4K | 66,400 | — | ↗ |
| 2021-01-15 | Oltmann Christopher J | Officer | A-Award | A | Common Stock | 20,000 | 7.04 | 140.8K | 21,750 | — | ↗ |
| 2021-01-15 | Kelly Roland Thomas | Officer | A-Award | A | Common Stock | 30,000 | 7.04 | 211.2K | 30,100 | — | ↗ |
| 2021-01-15 | Farrar Christopher D. | Director / Officer | A-Award | A | Common Stock | 180,000 | 7.04 | 1.27M | 185,000 | — | ↗ |
| 2021-01-15 | Cowell Joseph A | Officer | A-Award | A | Common Stock | 30,000 | 7.04 | 211.2K | 32,222 | — | ↗ |
| 2021-01-15 | Comley Graham M | Officer | A-Award | A | Common Stock | 30,000 | 7.04 | 211.2K | 30,100 | — | ↗ |
| 2020-12-24 | Beckett Dorika M | Director | A-Award | A | Options to Purchase Common Stock | 12,500 | 6.28 | 78.5K | 12,500 | — | ↗ |
| 2020-09-04 | Pitstick John | Director | P-Purchase | A | Common Stock | 5,000 | 4.78 | 23.9K | 25,000 | — | ↗ |
| 2020-08-18 | Taylor Jeffrey T. | Officer | P-Purchase | A | Common Stock | 1,200 | 4.18 | 5.0K | 4,823 | — | ↗ |
| 2020-08-18 | Farrar Christopher D. | Director / Officer | P-Purchase | A | Common Stock | 5,000 | 4.10 | 20.5K | 5,000 | — | ↗ |
| 2020-07-24 | Beckett Dorika M | — | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-07-01 | Kelly Roland Thomas | Officer | — | D | Common Stock | 0 | 0.00 | — | 100 | — | ↗ |
| 2020-05-29 | Pitstick John | Director | P-Purchase | A | Velocity Financial, Inc. common stock | 20,000 | 3.84 | 76.7K | 20,000 | — | ↗ |
| 2020-05-26 | Szczepaniak Mark R | Officer | P-Purchase | A | Common Stock | 6,400 | 3.25 | 20.8K | 6,400 | — | ↗ |
| 2020-05-21 | Oltmann Christopher J | Officer | P-Purchase | A | Common Stock | 1,000 | 3.37 | 3.4K | 1,750 | — | ↗ |
| 2020-05-19 | Taylor Jeffrey T. | Officer | P-Purchase | A | Common Stock | 1,200 | 2.85 | 3.4K | 3,623 | — | ↗ |
| 2020-05-19 | Cowell Joseph A | Officer | P-Purchase | A | Common Stock | 1,500 | 2.77 | 4.2K | 2,222 | — | ↗ |
| 2020-05-19 | Comley Graham M | Officer | P-Purchase | A | Common Stock | 4,000 | 2.56 | 10.2K | 4,000 | — | ↗ |
| 2020-04-07 | SPG GP, LLC | Director / 10% Owner | A-Award | A | Private Placement Warrants | 446,389 | 4.94 | 2.21M | 446,389 | — | ↗ |
| 2020-04-05 | TOBI III SPE I LLC | Director / 10% Owner | A-Award | A | Series A Convertible Preferred Stock | 25,000 | 3.85 | 96.3K | 25,000 | — | ↗ |
| 2020-01-24 | Oltmann Christopher J | Officer | P-Purchase | A | Common Stock | 750 | 13.91 | 10.4K | 750 | — | ↗ |
| 2020-01-24 | Cowell Joseph A | Officer | P-Purchase | A | Common Stock | 722 | 13.77 | 9.9K | 722 | — | ↗ |
| 2020-01-17 | Taylor Jeffrey T. | Officer | — | D | Stock Options (Right to Buy) | 100,000 | 13.00 | 1.30M | 0 | — | ↗ |
| 2020-01-17 | TOBI III SPE I LLC | 10% Owner | — | D | Common Stock | 0 | 0.00 | — | 4,470,300 | — | ↗ |
| 2020-01-17 | Szczepaniak Mark R | Officer | — | D | Stock Options (Right to Buy) | 100,000 | 13.00 | 1.30M | 0 | — | ↗ |
| 2020-01-17 | Snow Phipps Group AIV, L.P. | Director / 10% Owner | — | I | Common Stock | 0 | 0.00 | — | 48,851 | — | ↗ |
| 2020-01-17 | Schaefer Joy L. | Director | — | D | Stock Options (Right to Buy) | 12,500 | 13.00 | 162.5K | 0 | — | ↗ |
| 2020-01-17 | Pless John A | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-01-17 | Pitstick John | Director | — | D | Stock Options (Right to Buy) | 12,500 | 13.00 | 162.5K | 0 | — | ↗ |
| 2020-01-17 | Oltmann Christopher J | Officer | — | D | Stock Options (Right to Buy) | 10,000 | 13.00 | 130.0K | 0 | — | ↗ |
| 2020-01-17 | Mantel Alan H | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-01-17 | Farrar Christopher D. | Director / Officer | — | I | Common Stock | 0 | 0.00 | — | 142,916 | — | ↗ |
| 2020-01-17 | Cowell Joseph A | Officer | — | D | Stock Options (Right to Buy) | 75,000 | 13.00 | 975.0K | 0 | — | ↗ |
| 2020-01-17 | Comley Graham M | Officer | — | D | Stock Options (Right to Buy) | 20,000 | 13.00 | 260.0K | 0 | — | ↗ |
| 2020-01-17 | Ballen Daniel | Director | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2020-01-16 | Oltmann Christopher J | Officer | A-Award | A | Stock Options (Right to Buy) | 10,000 | 13.00 | 130.0K | 10,000 | — | ↗ |
| 2020-01-16 | Cowell Joseph A | Officer | A-Award | A | Stock Options (Right to Buy) | 75,000 | 13.00 | 975.0K | 75,000 | — | ↗ |
| 2014-01-01 | Webb Mark O | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2010-05-18 | STUTTS JAMES F | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2009-06-01 | KOONCE PAUL D | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2008-06-01 | Heacock David A | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
| 2007-10-01 | Wohlfarth Thomas P | Officer | — | — | — | 0 | 0.00 | — | 0 | — | ↗ |
Executive team
Top executives
EBIT / Employee
1.65M
Shares Outstanding
39.24M
Executive compensation
Executive compensation (annual)
| # | Year | Executive | Salary | Bonus | Stock award | Option award | Incentive | Other | Total | % Stock- based |
Filing |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | 2025 | Christopher D. Farrar Chief Executive Officer | 630.0K | 480.0K | 2.90M | — | 2.52M | 34.2K | 6.56M | 44.18% | ↗ |
| 2 | 2025 | Mark R. Szczepaniak Chief Financial Officer | 393.8K | 118.8K | 700.0K | — | 1.18M | 25.5K | 2.42M | 28.93% | ↗ |
| 3 | 2025 | Jeffrey T. Taylor Executive Vice President, Capital Markets | 315.0K | 155.0K | 700.0K | — | 945.0K | 42.0K | 2.16M | 32.45% | ↗ |
| 4 | 2024 | Christopher D. Farrar Chief Executive Officer | 630.0K | — | 2.21M | — | 2.52M | 19.0K | 5.37M | 41.03% | ↗ |
| 5 | 2024 | Mark R. Szczepaniak Chief Financial Officer | 393.8K | — | 767.8K | — | 1.18M | 10.4K | 2.35M | 32.63% | ↗ |
| 6 | 2024 | Jeffrey T. Taylor Executive Vice President, Capital Markets | 315.0K | — | 708.8K | — | 945.0K | 26.7K | 2.00M | 35.52% | ↗ |
| 7 | 2023 | Christopher D. Farrar Chief Executive Officer | 630.0K | — | 1.42M | — | 1.83M | 17.8K | 3.90M | 36.39% | ↗ |
| 8 | 2023 | Mark R. Szczepaniak Chief Financial Officer | 393.8K | — | 433.1K | — | 767.8K | 9.9K | 1.60M | 26.99% | ↗ |
| 9 | 2023 | Jeffrey T. Taylor Executive Vice President, Capital Markets | 315.0K | — | 345.5K | — | 589.7K | 24.5K | 1.27M | 27.10% | ↗ |
| 10 | 2022 | Christopher D. Farrar Chief Executive Officer | 630.0K | — | 1.14M | — | 1.23M | 21.3K | 3.02M | 37.68% | ↗ |
| 11 | 2022 | Mark R. Szczepaniak Chief Financial Officer | 393.8K | — | 378.9K | — | 639.8K | 9.4K | 1.42M | 26.65% | ↗ |
| 12 | 2022 | Jeffrey T. Taylor Executive Vice President, Capital Markets | 315.0K | — | 378.9K | — | 491.4K | 23.6K | 1.21M | 31.34% | ↗ |
| 13 | 2021 | Christopher D. Farrar Chief Executive Officer | 600.0K | — | 1.27M | — | 760.0K | 20.2K | 2.65M | 47.87% | ↗ |
| 14 | 2021 | Mark R. Szczepaniak Chief Financial Officer | 375.0K | — | 422.4K | — | 405.0K | 8.9K | 1.21M | 34.87% | ↗ |
| 15 | 2021 | Jeffrey T. Taylor Executive Vice President, Capital Markets | 300.0K | — | 422.4K | — | 330.0K | 21.5K | 1.07M | 39.33% | ↗ |
| 16 | 2020 | Christopher D. Farrar Chief Executive Officer | 450.0K | 600.0K | — | 1.47M | — | 18.4K | 2.54M | 57.91% | ↗ |
| 17 | 2020 | Jeffrey T. Taylor Executive Vice President, Capital Markets | 275.0K | 250.0K | — | 392.0K | — | 44.7K | 961.7K | 40.76% | ↗ |
| 18 | 2020 | Mark R. Szczepaniak Chief Financial Officer | 325.0K | 165.0K | — | 392.0K | — | 8.8K | 890.8K | 44.00% | ↗ |
| 19 | 2019 | Christopher D. Farrar Chief Executive Officer | 348.1K | 500.0K | — | — | — | 15.8K | 863.9K | 0.00% | ↗ |
| 20 | 2019 | Jeffrey T. Taylor Executive Vice President, Capital Markets | 250.0K | 210.0K | — | — | — | 15.9K | 475.9K | 0.00% | ↗ |
| 21 | 2019 | Mark R. Szczepaniak Chief Financial Officer | 275.0K | 137.5K | — | — | — | 5.6K | 418.1K | 0.00% | ↗ |
CEO compensation breakdown
Proxy statements
Proxy statements (DEF 14A)
Recent SEC filings
Executive team
| Name | Title | Compensation | Gender |
|---|---|---|---|
| Christopher D. Farrar | Co-Founder, Chief Executive Officer, President & Director | 4M | male |
| Mark R. Szczepaniak | Chief Financial Officer | 2M | male |
| Jeffrey T. Taylor | Executive Vice President of Capital Markets | 1M | male |
| Joseph A. Cowell | Chief Operating Officer | 420.6K | male |
| Fiona Tam | Chief Accounting Officer | — | female |
| Christopher J. Oltmann | Corporate Treasurer & Director of Investor Relations | — | male |
| Roland Thomas Kelly | Chief Legal Officer, General Counsel & Corporate Secretary | — | male |
ESG Rating
ESG Score History FINANCIAL - MORTGAGES
Benchmark vs Sector
Senate Trading Activity
No Senate trading activity found for this company.
House Trading Activity
No House trading activity found for this company.
Market share among peers
Peer comparison — filtered group (TTM)
Your opinion
Share your view on this stock and instantly see how the community has voted over the last 6 months.
Community Opinion for VEL
Short-term intention
Target Price Distribution
These are community opinions and do not constitute buy or sell advice to act on. The results shown are based on aggregated opinions and are not an investment recommendation, nor do they intend to influence any investment decision.
