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See how Context works →On the price, the facts of the public record■Insider buy□Insider sell●Results filed
With an account, also○dividends▲splits◌next earningswith an account
End-of-day prices provided by Twelve Data · One close per session; the series does not update during the trading day.
Latest on record
The most recent facts, as filed.
Up to three of the most recent, checkable facts already loaded on this page, each linked to its source.
- Sep 10, 2026Reported sale · Form 4Mark R Szczepaniak, Chief Financial Officer · $36.1KOpen the filing ↗
- Sep 10, 2026Notice of sale · Form 144SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021 · Officer · $36.2KOpen the filing ↗
- Sep 1, 2026Reported sale · Form 4Roland Thomas Kelly, Chief Legal Officer and GC · $28.8KOpen the filing ↗
In numbers
What this profile holds, counted.
Closes · 1 year250
SEC filings on record4138 flagged findings
Reported transactions (Form 4)50since Jan 23, 2024
Corporate events (8-K)30since Jan 22, 2020
What the record says
Description, identity and filings, each with its source.
Every block cites its source. The colour of a finding marks its category — which document, who filed it — not how much it matters.
The 25 most recent filings (of 413)
Every SEC filing, newest first, with what it is. Below, each type with its own explanation.
- Sep 10, 26Form 144 ↗Notice of proposed sale
- Aug 27, 268-K ↗Current report · Entered a material agreement
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Aug 11, 26Form 144 ↗Notice of proposed sale
- Aug 11, 26Form 144 ↗Notice of proposed sale
- Aug 10, 26Form 144 ↗Notice of proposed sale
- Aug 6, 2610-Q ↗Quarterly report
- Aug 5, 268-K ↗Current report · Communication to the market
- Aug 5, 268-K ↗Current report · Results
- Jul 28, 26Form 144 ↗Notice of proposed sale
Notice of proposed sale · 2 Form 144 filingsshow all 2hide
- Jul 7, 26Form 144 ↗Notice of proposed sale
- Jul 7, 26Form 144 ↗Notice of proposed sale
- Jul 6, 26Form 4 ↗Insider transaction
- Jul 1, 26Form 144 ↗Notice of proposed sale
413 filings on record, the oldest from Feb 13, 19.
Listing the 25 most recent filings of the 413 on record.
1614
3 material agreements entered2026show all 3hide
- Aug 27, 26Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Jan 30, 26Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Jan 29, 26Entered a material agreement+2 more in the same filing8-K 1.01 ↗
- Jan 20, 26A senior executive left or was appointed8-K 5.02 ↗
- Jan 22, 25A senior executive left or was appointed8-K 5.02 ↗
- May 3, 24Entered a material agreement+1 more in the same filing8-K 1.01 ↗
- Feb 14, 24A senior executive left or was appointed8-K 5.02 ↗
- Feb 6, 24Took on a new financial obligation+2 more in the same filing8-K 2.03 ↗
3 senior executive changes2022 – 2023show all 3hide
- Apr 7, 23A senior executive left or was appointed8-K 5.02 ↗
- Jan 17, 23A senior executive left or was appointed8-K 5.02 ↗
- May 23, 22A senior executive left or was appointed+4 more in the same filing8-K 5.02 ↗
- Mar 16, 22Entered a material agreement+3 more in the same filing8-K 1.01 ↗
- Feb 15, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Feb 10, 22A senior executive left or was appointed+1 more in the same filing8-K 5.02 ↗
- Oct 8, 21Sold unregistered shares+2 more in the same filing8-K 3.02 ↗
- Sep 7, 21Entered a material agreement+1 more in the same filing8-K 1.01 ↗
9 older filings not shown
Corporate events are tracked from 2004-08-23, when the SEC renumbered 8-K items. Earlier filings use an incompatible numbering and are not classified here.
Schedule 13D: stake and stated purpose
Filed by holders above 5% of a share class who cannot use the short form. It includes the investor's stated purpose: read it before assuming they seek influence.
- SPG GP, LLC34.7%Aug 8, 25SCHEDULE 13D/A ↗7 co-filers on this document — the figure is the largest single stake, not their sum. · 2 earlier filings
- Pacific Investment Management Company LLC33.1%May 1, 25SCHEDULE 13D/A ↗2 earlier filings
Schedule 13G: short-form filing
The short form, for holders who meet specific requirements: institutional investors, passive investors without a control purpose, or exempt investors. Asset managers and index funds usually file it.
- Beach Point Capital Management LP17.9%Dec 31, 25SCHEDULE 13G/A ↗2 co-filers on this document — the figure is the largest single stake, not their sum. · 1 earlier filing
Structured 13D/G data starts 2023-12, when the SEC moved these filings to a machine-readable format. Earlier filings exist but are not parsed here.
Sale intention announced
On Sep 10, SZCZEPANIAK FAMILY TRUST U/A/D 08/10/2021 filed notice of intent to sell up to $36K. It is filed under a scheduled plan (10b5-1), arranged in advance.
A notice is not a sale: it may not go ahead, may happen in part, or at a different price.
After the notice, they sold $36K on Sep 10, per their Form 4. That is 100% of the shares announced so far, and the window is still open.
View notice (Form 144) ↗+7 more recent notices · 7 with a later sale
- Sep 10, 26Sell$36KMark R SzczepaniakChief Financial Officer↗
- Sep 1, 26Sell$29KRoland Thomas KellyChief Legal Officer and GC↗
- Aug 11, 26Sell$23KFiona TamChief Accounting Officer↗
- Aug 11, 26Sell$83KJeffrey T. TaylorExecutive VP, Capital Markets↗
- Aug 10, 26Sell$36KMark R SzczepaniakChief Financial Officer↗
- Aug 6, 26Sell$7KMark R SzczepaniakChief Financial Officer↗
- Aug 6, 26Sell$29KRoland Thomas KellyChief Legal Officer and GC↗
- Jul 28, 26Sell$7KMark R SzczepaniakChief Financial Officer↗
- Jul 7, 26Sell$41KJeffrey T. TaylorExecutive VP, Capital Markets↗
- Jul 7, 26Sell$1KFiona TamChief Accounting Officer↗
- Jul 1, 26Sell$30KRoland Thomas KellyChief Legal Officer and GC↗
- Jun 26, 26Sell$28KMark R SzczepaniakChief Financial Officer↗
There are 10 more transactions in this stretch.
Stock compensation, tax and giftsshow the 18 other transactionshide
Stock compensation, tax withholding, option exercises and gifts. They are listed separately and are not included in the purchase and sale totals. The type describes the transaction, not the filer's intent.
- Jun 30, 26Other$23KChristopher D. FarrarChief Executive Officer↗
- Jun 30, 26Other$16KRoland Thomas KellyChief Legal Officer and GC↗
- May 26, 26Other$62KJoy L. Schaefer↗
- May 26, 26Other$62KJohn Pitstick↗
- May 21, 26Compensation$95KJohn Pitstick↗
- May 21, 26Compensation$95KJoy L. Schaefer↗
- May 21, 26Compensation$95KDorika M Beckett↗
- Jan 28, 26Tax$86KFiona TamChief Accounting Officer↗
- Jan 28, 26Tax$376KJeffrey T. TaylorExecutive VP, Capital Markets↗
- Jan 28, 26Tax$476KMark R SzczepaniakChief Financial Officer↗
- Jan 28, 26Tax$1.3MChristopher D. FarrarChief Executive Officer↗
- Jan 28, 26Tax$327KRoland Thomas KellyChief Legal Officer and GC↗
- Jan 23, 26Tax$9KFiona TamChief Accounting Officer↗
- Jan 23, 26Tax$27KRoland Thomas KellyChief Legal Officer and GC↗
- Jan 23, 26Tax$80KJeffrey T. TaylorExecutive VP, Capital Markets↗
- Jan 23, 26Tax$84KMark R SzczepaniakChief Financial Officer↗
- Jan 23, 26Tax$449KChristopher D. FarrarChief Executive Officer↗
- Jan 21, 26Tax$11KFiona TamChief Accounting Officer↗
The full record holds 170 transactions and goes back to Dec 30, 22.
Its sector and its market
Velocity Financial Inc. among Financials companies
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- Series quality
- 250 clean closes in the period.
- SEC records
- 413 documents on file, from Feb 13, 2019 to Sep 10, 2026.
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- No description available.
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- Generated on Oct 19, 2026; refreshed through the day.
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Which SEC documents appear here?
Those filed with the SEC by the company, its insiders and its major shareholders, within our coverage: periodic reports (10-K, 10-Q, 20-F), material events (8-K), proposed sale notices (Form 144), insider transactions (Form 4) and stakes above 5% (13D/13G). Each links to the original on EDGAR.
Why does a European company show no SEC records?
It depends on the company: some European issuers file a 20-F or 6-K with the SEC and others don't. The profile shows whatever is on record; when there is nothing, it says so rather than guessing why. Europe does not yet have a common filing archive like EDGAR in the United States. The EU will open its own, ESAP, in July 2027 (managers' transactions arrive in January 2028), and we plan to add it once it is available.
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