Velocity Financial, Inc.
34.70%
13,353,103
1692376
92262D101
Aug 7, 2025
Aug 12, 2025, 04:30 PM
Reporting Persons (7)
This is a joint filing. The reported shares may overlap between reporting persons and should not be summed.
| Name | Type | % of Class | Aggregate | Sole Voting | Shared Voting |
|---|---|---|---|---|---|
| SPG GP, LLC | Other | 34.70% | 13,353,103 | 0 | 13,353,103 |
| Ian K. Snow | Individual | 34.70% | 13,353,103 | 0 | 13,353,103 |
| Snow Phipps Group AIV, L.P. | Partnership | 32.10% | 12,339,174 | 0 | 12,339,174 |
| Snow Phipps Group (RPV), L.P. | Partnership | 1.70% | 642,654 | 0 | 642,654 |
| Snow Phipps Group AIV (Offshore), L.P. | Partnership | 0.70% | 260,705 | 0 | 260,705 |
| Snow Phipps Group (B), L.P. | Partnership | 0.20% | 61,719 | 0 | 61,719 |
| SPG Co-Investment, L.P. | Partnership | 0.10% | 48,851 | 0 | 48,851 |
Disclosure Items (2)
Common Stock, $0.01 par value
Velocity Financial, Inc.
2945 Townsgate Road, Westlake Village, CA, 91361
Item 5(a) of Schedule 13D is supplemented as follows: The responses of the Reporting Persons to Rows 11 and 13 (including any related Comment) on the cover pages of this Amendment No. 4, as of August 12, 2025, are incorporated herein by reference. As of August 12, 2025, the Reporting Persons beneficially owned 13,353,103 shares of Common Stock in the aggregate, which represents 34.7% of the shares of the Common Stock outstanding, calculated pursuant to Rule 13d-3 under the Exchange Act, based on 38,438,579 shares of Common Stock outstanding as of July 31, 2025, as disclosed by the Issuer in its Form 10-Q filed with the SEC on August 8, 2025.
Item 5(b) of Schedule 13D is supplemented as follows: The responses of the Reporting Persons to Rows 7, 8, 9, and 10 (including any related Comment) on the cover pages of this Amendment No. 4, as of August 12, 2025, are incorporated herein by reference.
Item 5(c) of Schedule 13D is supplemented as follows: None of the Reporting Persons, or, to the knowledge of the Reporting Persons, any other person named in Item 2 of the Schedule 13D, effected any transaction in the Common Stock during the past 60 days.