VEL trust plans Rule 144 stock sale

TAYLOR FAMILY TRUST, through Morgan Stanley Smith Barney LLC Executive Financial Services, plans to sell 4,330 shares of VEL common stock on the NYSE under Rule 144, with an indicated aggregate market value of $79,282.30 as of 08/11/2026.

Rhea-AI Filing Summary

TAYLOR FAMILY TRUST, through Morgan Stanley Smith Barney LLC Executive Financial Services, plans to sell 4,330 shares of VEL common stock on the NYSE under Rule 144, with an indicated aggregate market value of $79,282.30 as of 08/11/2026. The shares relate to performance stock units originally involving the issuer dated 01/21/2025. The trust also conducted prior 10b5-1 plan sales of VEL common stock, including 2,165 shares on 07/07/2026 for $41,135.00 during the past three months.

Key Figures

Planned shares to be sold: 4,330 shares Planned sale market value: $79,282.30 Recent 10b5-1 shares sold: 2,165 shares +1 more

4 metrics

Planned shares to be sold 4,330 shares Common stock to be sold on NYSE under Rule 144

Planned sale market value $79,282.30 Aggregate market value as of 08/11/2026 for 4,330 shares

Recent 10b5-1 shares sold 2,165 shares Common stock sale on 07/07/2026 under 10b5-1 for Taylor Family Trust

Recent 10b5-1 sale proceeds $41,135.00 Proceeds from 2,165-share sale on 07/07/2026

Key Terms

Rule 144, 10b5-1, Performance Stock Units, aggregate market value

4 terms

Rule 144 regulatory

"plans to sell 4,330 shares of VEL common stock on the NYSE under Rule 144"

Rule 144 is a U.S. securities regulation that sets conditions under which restricted or insider-held shares can be legally resold to the public, such as required holding periods, availability of public information, limits on how much can be sold at once, and certain filing requirements. For investors it matters because it determines when previously locked-up shares can enter the market — like a release valve that can increase supply, affect share price, and signal insider intent.

10b5-1 regulatory

"10b5-1 Sales for TAYLOR FAMILY TRUST 2945 Townsgate Road"

A 10b5-1 plan is a pre-set schedule that lets company insiders buy or sell shares according to written instructions made when they do not possess material, nonpublic information. Think of it as a timed automatic payment for stock trades: it helps insiders avoid accusations of trading on secret information and gives outside investors a clearer signal about whether sales are routine or potentially informative about the company’s prospects.

Performance Stock Units financial

"Common | 01/21/2025 | Performance Stock Units | Issuer"

Performance stock units are a type of company award that grants employees shares of stock only if certain performance goals are met. They motivate employees to work toward specific company achievements, aligning their interests with those of shareholders. For investors, they can influence a company's future stock supply and reflect management’s confidence in reaching key targets.

aggregate market value financial

"4330 | 79282.30 | 39481457 | 08/11/2026 | NYSE"

Aggregate market value is the combined price you would pay to buy all outstanding shares of a company or all companies in a group at current market prices — essentially the sum of each stock’s market capitalization. It matters to investors because it shows the overall size and weight of an investment or sector (like the total cost to buy every piece of a puzzle), helps compare scale across companies or markets, and influences index composition and risk exposure.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does the VEL Form 144 disclose about planned share sales?

The Form 144 shows TAYLOR FAMILY TRUST plans to sell 4,330 VEL common shares through Morgan Stanley Smith Barney LLC on the NYSE under Rule 144, based on information as of 08/11/2026.

How many VEL shares has TAYLOR FAMILY TRUST already sold recently?

During the past three months, TAYLOR FAMILY TRUST reported a 10b5-1 sale of 2,165 VEL common shares on 07/07/2026, with total proceeds of $41,135.00 from that transaction.

What is the value of the VEL shares TAYLOR FAMILY TRUST plans to sell?

The planned sale covers 4,330 VEL common shares with an indicated aggregate market value of $79,282.30 as of 08/11/2026, executed through Morgan Stanley Smith Barney LLC Executive Financial Services.

How are the planned VEL share sales related to performance stock units?

The securities to be sold are identified as common stock tied to Performance Stock Units involving the issuer, with a key date of 01/21/2025 associated with those units and the 4,330 shares.

Are the VEL share sales by TAYLOR FAMILY TRUST under a 10b5-1 plan?

The past three-month transaction listed is described as 10b5-1 Sales for TAYLOR FAMILY TRUST. The example given is a sale of 2,165 common shares on 07/07/2026 for $41,135.00.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Available on EDGAR 08/11/2026 - 04:28 PM Accepted by SEC EDGAR 08/11/2026 - 04:27 PM Learn about SEC filing dates

Form 144 Filer Information	UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 144 NOTICE OF PROPOSED SALE OF SECURITIES PURSUANT TO RULE 144 UNDER THE SECURITIES ACT OF 1933
FORM 144

144: Filer Information

Filer CIK	0001524986
Filer CCC	XXXXXXXX
Is this a LIVE or TEST Filing?	LIVE TEST
Submission Contact Information
Name
Phone
E-Mail Address

144: Issuer Information

Name of Issuer	VELOCITY FINANCIAL INC
SEC File Number	001-39183
Address of Issuer	2945 Townsgate Road, Suite 110 Westlake Village CALIFORNIA 91361
Phone	8185323700
Name of Person for Whose Account the Securities are To Be Sold	TAYLOR FAMILY TRUST
See the definition of "person" in paragraph (a) of Rule 144. Information is to be given not only as to the person for whose account the securities are to be sold but also as to all other persons included in that definition. In addition, information shall be given as to sales by all persons whose sales are required by paragraph (e) of Rule 144 to be aggregated with sales for the account of the person filing this notice.
Relationship to Issuer	Officer

144: Securities Information

Title of the Class of Securities To Be Sold	Name and Address of the Broker	Number of Shares or Other Units To Be Sold	Aggregate Market Value	Number of Shares or Other Units Outstanding	Approximate Date of Sale	Name the Securities Exchange
Common	Morgan Stanley Smith Barney LLC Executive Financial Services 1 New York Plaza 8th Floor New York NY 10004	4330	79282.30	39481457	08/11/2026	NYSE

Furnish the following information with respect to the acquisition of the securities to be sold and with respect to the payment of all or any part of the purchase price or other consideration therefor:

144: Securities To Be Sold

Title of the Class	Date you Acquired	Nature of Acquisition Transaction	Name of Person from Whom Acquired	Is this a Gift?	Date Donor Acquired	Amount of Securities Acquired	Date of Payment	Nature of Payment *
Common	01/21/2025	Performance Stock Units	Issuer			4330	01/21/2025	N/A

* If the securities were purchased and full payment therefor was not made in cash at the time of purchase, explain in the table or in a note thereto the nature of the consideration given. If the consideration consisted of any note or other obligation, or if payment was made in installments describe the arrangement and state when the note or other obligation was discharged in full or the last installment paid.

Furnish the following information as to all securities of the issuer sold during the past 3 months by the person for whose account the securities are to be sold.

144: Securities Sold During The Past 3 Months

Name and Address of Seller	Title of Securities Sold	Date of Sale	Amount of Securities Sold	Gross Proceeds
10b5-1 Sales for TAYLOR FAMILY TRUST 2945 Townsgate Road, Suite 110 Westlake Village CA 91361	Common	07/07/2026	2165	41135.00

144: Remarks and Signature

Remarks
Date of Notice	08/11/2026
Date of Plan Adoption or Giving of Instruction, If Relying on Rule 10b5-1	03/20/2026
ATTENTION:
The person for whose account the securities to which this notice relates are to be sold hereby represents by signing this notice that he does not know any material adverse information in regard to the current and prospective operations of the Issuer of the securities to be sold which has not been publicly disclosed. If such person has adopted a written trading plan or given trading instructions to satisfy Rule 10b5-1 under the Exchange Act, by signing the form and indicating the date that the plan was adopted or the instruction given, that person makes such representation as of the plan adoption or instruction date.
Signature	/s/ Jeffrey Taylor
ATTENTION: Intentional misstatements or omission of facts constitute Federal Criminal Violations (See 18 U.S.C. 1001)