Velocity Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

Insider Buying: Insufficient data to determine if insiders have bought more shares than they have sold in the past 3 months.

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top 25 shareholders own 99.47% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
37.2%	TruArc Partners, LP	12,272,765	US$207.0m	0%	75.45%
33.2%	Pacific Investment Management Company LLC	10,963,806	US$185.0m	0%	0.87%
16.1%	Beach Point Capital Management LP	5,307,835	US$89.5m	3.59%	36.55%
3.57%	Adage Capital Management, L.P.	1,177,611	US$19.9m	0.56%	0.04%
1.84%	BlackRock, Inc.	606,527	US$10.2m	9.99%	no data
1.5%	Christopher Farrar	495,188	US$8.4m	-8.56%	no data
1.27%	The Vanguard Group, Inc.	419,204	US$7.1m	1.23%	no data
1.16%	Bridgeway Capital Management, LLC	382,952	US$6.5m	5.61%	0.11%
0.58%	Geode Capital Management, LLC	192,738	US$3.3m	-20%	no data
0.52%	State Street Global Advisors, Inc.	171,882	US$2.9m	-1.29%	no data
0.35%	Dimensional Fund Advisors LP	117,088	US$2.0m	19.1%	no data
0.27%	Jeffrey Taylor	89,293	US$1.5m	9.68%	no data
0.26%	Roland Kelly	85,223	US$1.4m	19.5%	no data
0.23%	Northern Trust Global Investments	77,373	US$1.3m	-1.8%	no data
0.23%	Mark Szczepaniak	77,201	US$1.3m	-28%	no data
0.18%	John Pitstick	57,785	US$974.8k	0%	no data
0.14%	EAM Investors, LLC	45,477	US$767.2k	0%	0.12%
0.12%	Mariner, LLC	39,757	US$670.7k	2.34%	no data
0.12%	Fiona Tam	38,794	US$654.5k	6.96%	no data
0.11%	Joy Schaefer	37,252	US$628.4k	0%	no data
0.11%	Morgan Stanley, Investment Banking and Brokerage Investments	36,328	US$612.8k	48.8%	no data
0.1%	Goldman Sachs Group, Investment Banking and Securities Investments	33,824	US$570.6k	152%	no data
0.096%	BNY Mellon Asset Management	31,777	US$536.1k	0.15%	no data
0.09%	Dorika Beckett	29,785	US$502.5k	0%	no data
0.086%	Charles Schwab Investment Management, Inc.	28,217	US$476.0k	0%	no data