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Insider Trading Intelligence
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MS

Mark R. Szczepaniak

VEL
CHIEF FINANCIAL OFFICER · VELOCITY FINANCIAL, INC. · CIK 0001794812
FILING MIX · LIFETIME32%/68%
BUYS
13
SELLS
28
TOTAL VALUE
$5.70M
COMPANIES
1
ACTIVE SINCE
May 2020
HOLDINGS NOW
68,400
AVG SELL PX
$16.66
TRADE KIND
SHOWING 41 / 41
Trades · vs SPY
Loading price series…
Performance · forward returns vs SPY
12 backtested trades · 8 horizons · 27 pendingHow are these numbers computed? →
Forward-return performance of every backtestable P/S trade by Mark R. Szczepaniak, measured at 8 horizons from 7 days to 2 years. Deduped per economic event so co-filings count once. Excess return = trade return minus SPY return over the same window.
HORIZONTRADESWIN RATEINSIDER RETURNSPY RETURNMEAN EXCESSMEDIAN EXCESST-STAT
7d12+75.00%+0.30%+0.76%-0.46%-1.26%—
14d12+66.67%+4.02%+1.18%+2.84%-0.26%—
30d12+50.00%-0.10%+1.56%-0.77%+0.16%—
60d12+58.33%-0.48%+2.05%-2.31%-2.57%—
90d12(1 pending)+63.64%+7.34%+5.78%+2.83%-4.80%—
180d12(5 pending)+57.14%+11.87%+7.85%+7.75%-1.08%—
1y12(10 pending)+100.00%+99.86%+31.64%+68.22%+68.22%—
2y12(11 pending)+100.00%+210.53%+39.52%+171.01%+171.01%—
How to read this: Insider Returnis the average raw return of the filer's trades over the horizon. SPY Return is what SPY did over those same windows — reference only, not a comparison. The headline alpha number is Mean Excess = Insider − SPY; green means the filer beat SPY, red means they trailed it. Win rate is the share of individual trades where the filer beat SPY. T-statvalues above 2 mean the alpha is unlikely to be chance given the sample size. "Pending" counts trades where the horizon hasn't elapsed yet; their stats are not included in the row average.
Holdings over time
VEL · 68,400 shares · as of Jun 26, 2026
046,49792,994139,490185,987202120222023202420252026SHARES HELD
Trading cadence · quarterly flow
BUY ● SELL ●
2020
2020
2020
2021
2021
2021
2021
2022
2022
2022
2022
2023
2023
2023
2023
2024
2024
2024
2024
2025
2025
2025
2025
2026
2026
FLOW · 13 buys / 28 sellsCOVERAGE · 25 quarters
Form 4 filings · all activity
COMPANYTYPESHARESPRICEVALUEHELD AFTERTRADE DATEFILEDDETAILS
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,573$18.07$28.4K68,400Jun 26, 2026Jun 26, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,573$19.30$30.4K69,973May 1, 2026May 2, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,573$18.13$28.5K71,546Apr 1, 2026Apr 1, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,573$18.32$28.8K73,119Mar 2, 2026Mar 2, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,573$20.53$32.3K74,692Feb 2, 2026Feb 2, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
23,540$20.22$476.0K76,265Jan 28, 2026Jan 29, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
4,329$19.39$83.9K56,493Jan 23, 2026Jan 26, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
3,374$19.53$65.9K52,754Jan 21, 2026Jan 22, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,573$19.51$30.7K49,929Jan 15, 2026Jan 15, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
19,132$19.60$375.0K118,326Jan 15, 2026Jan 16, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
19,132$19.60$375.0K137,458Jan 15, 2026Jan 16, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
4,255$18.70$79.6K99,194Jan 13, 2026Jan 15, 2026 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,572$19.34$30.4K46,967Dec 1, 2025Dec 1, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,572$19.34$30.4K46,967Dec 1, 2025Dec 1, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,572$18.50$29.1K48,539Nov 3, 2025Nov 3, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,572$18.05$28.4K50,111Oct 1, 2025Oct 1, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,572$18.85$29.6K51,683Sep 2, 2025Sep 2, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,572$18.00$28.3K53,255Aug 12, 2025Aug 12, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE10b5-1
10b5-1 plan
1,572$18.44$29.0K54,827Jul 1, 2025Jul 1, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
2,678$18.56$49.7K162,811Feb 14, 2025Feb 18, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
4,321$18.42$79.6K165,489Jan 23, 2025Jan 24, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
18,597$18.82$350.0K152,390Jan 21, 2025Jan 21, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
18,597$18.82$350.0K170,987Jan 21, 2025Jan 21, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
15,000——185,987Jan 21, 2025Jan 23, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
16,177$18.82$304.5K169,810Jan 21, 2025Jan 23, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
4,270$18.72$79.9K133,792Jan 13, 2025Jan 15, 2025 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
2,673$16.01$42.8K138,062Feb 14, 2024Feb 15, 2024 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
24,205$15.86$383.9K140,735Jan 23, 2024Jan 25, 2024 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
24,205$15.86$383.9K116,530Jan 23, 2024Jan 25, 2024 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
10,686$16.02$171.2K92,325Jan 15, 2024Jan 17, 2024 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
4,241$16.02$67.9K103,011Jan 13, 2024Jan 17, 2024 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
16,355$9.13$149.3K107,252Mar 24, 2023Mar 24, 2023 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
1,729$10.03$17.3K123,607Feb 14, 2023Feb 15, 2023 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
6,916$10.00$69.2K125,336Jan 15, 2023Jan 18, 2023 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
21,656$10.00$216.6K110,596Jan 13, 2023Jan 13, 2023 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
21,656$10.00$216.6K132,252Jan 13, 2023Jan 13, 2023 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
15,000$12.63$189.4K88,940Feb 14, 2022Feb 16, 2022 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
15,000$12.63$189.4K73,940Feb 14, 2022Feb 16, 2022 ↗View →
VEL
VELOCITY FINANCIAL, INC.
SALE
Chief Financial Officer
7,460$13.61$101.5K58,940Jan 15, 2022Jan 19, 2022 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASEGRANT
Stock grant
60,000$7.04$422.4K66,400Jan 15, 2021Jan 19, 2021 ↗View →
VEL
VELOCITY FINANCIAL, INC.
PURCHASE
Chief Financial Officer
6,400$3.25$20.8K6,400May 26, 2020May 26, 2020 ↗View →
Other insiders · VEL
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About this filer
CIK 0001794812
ROLE
Chief Financial Officer
PRIMARY
VEL
COMPANIES
1
ACTIVE SINCE
May 2020
MARKETPEEL · /INSIDER/0001794812DATA · SEC EDGAR · FORM 4 · CONSOLIDATED TAPE
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