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  4. [144] Velocity Financial, Inc. SEC Filing

Velocity Financial (VEL) schedules Rule 144 sale and reports 10b5-1 trust trades

Filing Impact
(Neutral)
Filing Sentiment
(Neutral)
Form Type
144

Rhea-AI Filing Summary

VEL filed a notice of proposed sale of restricted or control securities under Rule 144. The filing covers 2,000 shares of common stock to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services, with an indicated aggregate value of $36,920.00 on the NYSE as of August 10, 2026. It also lists prior 10b5-1 plan sales by SZCZEPANIAK FAMILY TRUST during the past three months.

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Proposed shares to be sold 2,000 shares Common stock covered by the Rule 144 notice
Aggregate value of proposed sale $36,920.00 Indicated value for 2,000 common shares as of August 10, 2026
10b5-1 sale on 08/06/2026 1,600 shares for $28,800.00 Common stock sold under a 10b5-1 plan by SZCZEPANIAK FAMILY TRUST
10b5-1 sale on 07/28/2026 400 shares for $7,200.00 Common stock sold under a 10b5-1 plan by SZCZEPANIAK FAMILY TRUST
10b5-1 sale on 06/26/2026 1,573 shares for $28,420.49 Common stock sold under a 10b5-1 plan by SZCZEPANIAK FAMILY TRUST
Rule 144 regulatory
"filed a notice of proposed sale of restricted or control securities 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
"It also lists prior 10b5-1 plan sales by SZCZEPANIAK FAMILY TRUST"
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.

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

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FAQ

What does VEL’s latest Form 144 filing disclose?
The filing discloses a proposed sale of 2,000 shares of VEL common stock under Rule 144, with an indicated aggregate value of $36,920.00, and lists recent 10b5-1 plan sales by SZCZEPANIAK FAMILY TRUST.

How many VEL shares are proposed to be sold in this Form 144?
The notice covers a proposed sale of 2,000 shares of VEL common stock. These shares are to be sold through Morgan Stanley Smith Barney LLC Executive Financial Services, with an indicated aggregate value of $36,920.00 as of August 10, 2026.

What recent 10b5-1 plan sales of VEL stock are reported?
The filing lists 10b5-1 plan sales by SZCZEPANIAK FAMILY TRUST of 1,600 shares for $28,800.00 on August 6, 2026, 400 shares for $7,200.00 on July 28, 2026, and 1,573 shares for $28,420.49 on June 26, 2026.

Which entity is executing the proposed VEL share sale?
The proposed sale of 2,000 VEL common shares is to be executed through Morgan Stanley Smith Barney LLC Executive Financial Services, located at 1 New York Plaza, 8th Floor, New York, NY 10004, according to the filing details.

What type of securities are involved in VEL’s Form 144 filing?
The filing involves common stock of VEL and references Performance Stock Units dated January 21, 2025. It primarily focuses on a proposed sale of 2,000 common shares and recent 10b5-1 plan sales by a family trust.

144: Filer Information

144: Issuer Information

144: Securities Information



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


* 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

144: Remarks and Signature

Source: View Original Filing on SEC EDGAR