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Compiled from SEC Form N-PX filings and Velocity Financial, Inc.’s Form 8-K, filed May 26, 2026 (Item 5.07 on EDGAR). Page generated October 14, 2026.
Meeting of May 21, 2026: 10 items on Velocity Financial, Inc.’s Form 8-K, filed May 26, 2026: 8 elected · 1 approved · 1 without a stated outcome.
None.
Material dissent: a director nominee under 80% of the votes cast, say-on-pay under 70%, any other item the board put forward under 80%, or a shareholder proposal with more than 50%, on the company’s own Form 8-K tally. How this is decided
Proxy season: 2024-2025 2025-2026
Explore Velocity Financial, Inc. in the interactive database Compare manager voting policies
These tallies are Velocity Financial, Inc.’s own, as disclosed to the U.S. Securities and Exchange Commission on Form 8-K, filed May 26, 2026 (Item 5.07, “Submission of Matters to a Vote of Security Holders”). They cover every share voted at the meeting, not just the funds that file Form N-PX.
| Ballot item | For | Against | Abstain | Withheld | Broker non-votes | Support (of votes cast) | Reported outcome | Voting standard |
|---|---|---|---|---|---|---|---|---|
| Elect Director: Dorika M. Beckett | 24,668,443 | 12,440 | 6,788 | -- | 1,181,801 | 99.9% | Elected | — |
| Elect Director: Michael W. Chiao | 24,661,094 | 21,190 | 5,387 | -- | 1,181,801 | 99.9% | Elected | — |
| Elect Director: Christopher D. Farrar | 24,651,920 | 30,883 | 4,868 | -- | 1,181,801 | 99.8% | Elected | — |
| Elect Director: Alan H. Mantel | 24,560,450 | 121,835 | 5,386 | -- | 1,181,801 | 99.5% | Elected | — |
| Elect Director: John P. Pitstick | 24,676,717 | 5,568 | 5,386 | -- | 1,181,801 | 99.9% | Elected | — |
| Elect Director: John A. Pless | 24,420,558 | 261,726 | 5,387 | -- | 1,181,801 | 99% | Elected | — |
| Elect Director: Joy L. Schaefer | 24,670,154 | 10,729 | 6,788 | -- | 1,181,801 | 99.9% | Elected | — |
| Elect Director: Omar M. Maasarani | 24,604,346 | 77,938 | 5,387 | -- | 1,181,801 | 99.6% | Elected | — |
| Proposal 9 | 24,590,950 | 92,104 | 4,617 | -- | 1,181,801 | 99.6% | Not verified | — |
| Proposal III. The ratification of RSM US LLP as our independent auditor for 2026. Our shareholders ratified RSM US LLP as our independent auditor for 2026 with the following votes: | 25,860,650 | 2,294 | 6,528 | -- | -- | 99.9% | Approved | — |
Source: Velocity Financial, Inc., Form 8-K, filed with the SEC on May 26, 2026 — read the filing on EDGAR.
Each item below shows how the 128 asset managers that disclosed a Velocity Financial, Inc. vote in their SEC Form N-PX filings actually voted. Share totals are the shares those managers' funds voted, summed across every fund they report. These are reported items, not a count of the ballot: fund filings describe one ballot item in different words. Two descriptions are shown as one item only on evidence — the same text (or one cut short of the other), the same director nominee, or a match to the same row of Velocity Financial, Inc.’s own Form 8-K tally — never because they merely read alike. A description that could not be joined that way is listed on its own, so one ballot item can appear more than once.
Combines 4 wordings of this item as funds reported it.
99.6% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Omar M. Maasarani
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Omar M. Maasarani”): 24,604,346 for, 77,938 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99.6% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Fund voting reports, all 52 managers: 2,334,368 for, 452 against, 4,514 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Combines 3 wordings of this item as funds reported it.
99.5% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Alan H. Mantel
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Alan H. Mantel”): 24,560,450 for, 121,835 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99.5% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 53 asset managers below reported 2,332,110 for, 2,710 against, 4,514 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,132 | 324 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.8% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Christopher D. Farrar
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Christopher D. Farrar”): 24,651,920 for, 30,883 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99.8% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 53 asset managers below reported 2,334,569 for, 251 against, 4,514 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Dorika M. Beckett
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Dorika M. Beckett”): 24,668,443 for, 12,440 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 53 asset managers below reported 2,334,820 for, 4,514 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: John A. Pless
Velocity Financial, Inc.’s own tally for this item (“Elect Director: John A. Pless”): 24,420,558 for, 261,726 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 53 asset managers below reported 2,227,728 for, 107,092 against, 4,514 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,132 | 324 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 0 | 84,383 | 0 | 0 | Against |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 0 | 10,727 | 0 | 0 | Against |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 0 | 5,400 | 0 | 0 | Against |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: John P. Pitstick
Velocity Financial, Inc.’s own tally for this item (“Elect Director: John P. Pitstick”): 24,676,717 for, 5,568 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 53 asset managers below reported 2,334,820 for, 4,514 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Joy L. Schaefer
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Joy L. Schaefer”): 24,670,154 for, 10,729 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 53 asset managers below reported 2,334,820 for, 4,514 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 3 wordings of this item as funds reported it.
99.9% Majority: yes · of votes cast
Description as filed by funds: Election of Directors: Michael W. Chiao
Velocity Financial, Inc.’s own tally for this item (“Elect Director: Michael W. Chiao”): 24,661,094 for, 21,190 against, per its Form 8-K filed May 26, 2026 (Item 5.07). FOR was more than half of the votes cast. Whether the item passed is for the filing to say; its statement has not been read for this item.
Reported outcome: Elected, in the filing’s own words: “All of our Directors were re-elected and received the following votes:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
The 53 asset managers below reported 2,334,368 for, 452 against, 4,514 abstained.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,446 | 251 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Showing the 25 largest of 53 asset managers. See all 53 in the interactive database.
Combines 4 wordings of this item as funds reported it.
99.6% Fund and manager reports combined; may count the same shares twice · no official result
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice). The figure above is FOR ÷ (FOR + AGAINST + WITHHELD) of the shares these managers voted; abstained and unvoted shares are in neither half, and these managers are a subset of all shareholders, not the meeting result.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Fund voting reports, all 52 managers: 2,334,820 for, 4,514 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
| Beach Point Capital Management LP | 6,551,467 | 0 | 0 | 0 | For |
| BlackRock | 670,094 | 0 | 0 | 0 | For |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 421,696 | 0 | 0 | 0 | For |
| GEODE CAPITAL MANAGEMENT, LLC | 248,448 | 0 | 0 | 0 | For |
| American Century | 230,192 | 0 | 0 | 0 | For |
| State Street | 159,685 | 0 | 0 | 0 | For |
| Dimensional | 92,256 | 0 | 0 | 0 | For |
| Charles Schwab | 85,332 | 0 | 0 | 0 | For |
| Vanguard | 73,952 | 0 | 0 | 0 | For |
| Northern Trust | 69,735 | 0 | 0 | 0 | For |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 55,088 | 0 | 0 | 0 | For |
| Allianz | 0 | 54,916 | 0 | 0 | Against |
| AQR | 38,759 | 0 | 0 | 0 | For |
| UBS | 0 | 28,407 | 0 | 0 | Against |
| Voya | 22,756 | 0 | 0 | 0 | For |
| Man Group plc | 21,001 | 0 | 0 | 0 | For |
| MELLON INVESTMENTS Corp | 16,311 | 0 | 0 | 0 | For |
| Two Sigma | 15,101 | 0 | 0 | 0 | For |
| Nuveen | 14,307 | 0 | 0 | 0 | For |
| Goldman Sachs | 13,416 | 0 | 0 | 0 | For |
| DE Shaw | 12,262 | 0 | 0 | 0 | For |
| Sterling Capital Management LLC | 10,727 | 0 | 0 | 0 | For |
| T. Rowe Price | 10,304 | 0 | 0 | 0 | For |
| Citadel | 9,561 | 0 | 0 | 0 | For |
Institutional-manager reports, all 94 managers: 22,271,049 for, 88,255 against. Showing the 25 largest; see all in the interactive database.
Combines 2 wordings of this item as funds reported it.
99.9% Approved · of votes cast
Description as filed by funds: RATIFY RSM US LLP AS INDEPENDENT AUDITOR FOR 2026.
Velocity Financial, Inc.’s own tally for this item (“Proposal III. The ratification of RSM US LLP as our independent auditor for 2026. Our shareholders ratified RSM US LLP as our independent auditor for 2026 with the following votes:”): 25,860,650 for, 2,294 against — passed, per its Form 8-K filed May 26, 2026 (Item 5.07).
Reported outcome: Approved, in the filing’s own words: “Our shareholders ratified RSM US LLP as our independent auditor for 2026 with the following votes:”
Support: 99.9% of votes cast — FOR ÷ (FOR + AGAINST); abstentions and broker non-votes are excluded.
Fund voting reports and institutional-manager reports both cover this item. An institutional manager can report shares that a fund it advises also reports, so the two are shown separately below and never added together, and their sum is not shown (fund and manager reports combined may count the same shares twice).
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| BlackRock | 713,099 | 0 | 0 | 0 | For |
| Vanguard | 540,456 | 0 | 0 | 0 | For |
| Fidelity | 238,697 | 0 | 0 | 0 | For |
| American Century | 224,644 | 0 | 0 | 0 | For |
| Dimensional | 145,186 | 0 | 0 | 0 | For |
| Charles Schwab | 84,383 | 0 | 0 | 0 | For |
| Virtus | 67,491 | 0 | 0 | 0 | For |
| Goldman Sachs | 61,775 | 0 | 0 | 0 | For |
| MASTER INVESTMENT PORTFOLIO | 32,825 | 0 | 0 | 0 | For |
| ALPS ETF Trust | 28,447 | 0 | 0 | 0 | For |
| Equitable | 24,139 | 0 | 0 | 0 | For |
| Voya | 22,756 | 0 | 0 | 0 | For |
| QUANTITATIVE MASTER SERIES LLC | 19,324 | 0 | 0 | 0 | For |
| WisdomTree | 18,450 | 0 | 0 | 0 | For |
| TIAA | 10,974 | 0 | 0 | 0 | For |
| STERLING CAPITAL FUNDS | 10,727 | 0 | 0 | 0 | For |
| Brighthouse | 5,353 | 0 | 4,514 | 0 | Mixed |
| Pacific Life | 8,626 | 0 | 0 | 0 | For |
| Lincoln Financial | 6,776 | 0 | 0 | 0 | For |
| John Hancock | 6,465 | 0 | 0 | 0 | For |
| Northern Trust | 6,078 | 0 | 0 | 0 | For |
| Jackson National | 6,053 | 0 | 0 | 0 | For |
| AIG/SunAmerica | 5,686 | 0 | 0 | 0 | For |
| Global X | 5,400 | 0 | 0 | 0 | For |
| Bridge Builder Trust | 5,120 | 0 | 0 | 0 | For |
Fund voting reports, all 52 managers: 2,334,820 for, 4,514 abstained. Showing the 25 largest; see all in the interactive database.
| Asset manager | For | Against | Abstain | Withheld | Vote |
|---|---|---|---|---|---|
| Snow Phipps Group, LLC | 13,353,103 | 0 | 0 | 0 | For |
Institutional-manager reports, all 1 managers: 13,353,103 for.
Ranked separately for each type of Form N-PX report. An institutional manager can report shares that a fund it advises also reports, so the two tables can list the same shares and are never added together. Each is ranked by the shares voted on the item that the most managers of that type reported, shown as a share of the 39,255,281 shares outstanding at the time of that meeting.
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | BlackRock | 1.82% |
| 2 | Vanguard | 1.38% |
| 3 | Fidelity | 0.61% |
| 4 | American Century | 0.57% |
| 5 | Dimensional | 0.37% |
| 6 | Charles Schwab | 0.21% |
| 7 | Virtus | 0.17% |
| 8 | Goldman Sachs | 0.16% |
| 9 | MASTER INVESTMENT PORTFOLIO | 0.08% |
| 10 | ALPS ETF Trust | 0.07% |
| # | Asset manager | % of shares outstanding |
|---|---|---|
| 1 | Snow Phipps Group, LLC | 34.02% |
| 2 | Beach Point Capital Management LP | 16.69% |
| 3 | BlackRock | 1.71% |
| 4 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1.07% |
| 5 | GEODE CAPITAL MANAGEMENT, LLC | 0.63% |
| 6 | American Century | 0.59% |
| 7 | State Street | 0.41% |
| 8 | Dimensional | 0.24% |
| 9 | Charles Schwab | 0.22% |
| 10 | Vanguard | 0.19% |
As disclosed to the SEC in Form 13F (quarter-end holdings of 30 large managers), Schedules 13D and 13G (beneficial ownership above 5%) and the company’s own proxy statement (DEF 14A). Each row names its form.
| Holder | % outstanding | Disclosure |
|---|---|---|
| Snow Phipps Group | 34.02% | DEF14A |
| Pacific Investment Management Company | 32.19% | DEF14A |
| Beach Point Capital Management LP | 17.70% | 13G |
| BlackRock | 4.18% | 13F |
| Dimensional Fund Advisors | 1.48% | 13F |
| Vanguard Group | 1.41% | 13F |
| Goldman Sachs | 0.70% | 13F |
| State Street | 0.56% | 13F |
| Morgan Stanley | 0.27% | 13F |
| D.E. Shaw | 0.22% | 13F |
Percentages above are of 39,255,281 shares outstanding, as reported by Velocity Financial, Inc. on its Form 10-Q dated April 30, 2026 (see the filing on EDGAR). This is the count contemporaneous with the 2025-2026 meeting, not today’s. Each holding is as of its own filing, which may be dated before or after the meeting.
Every figure above is derived from filings made with the US Securities and Exchange Commission: Form N-PX, in which registered funds disclose how they voted every proxy and institutional managers disclose their votes on executive pay (say-on-pay, say-on-frequency and golden parachutes), and Form 8-K Item 5.07, in which the company reports its own meeting results. Shares outstanding are taken from Velocity Financial, Inc.’s 10-Q dated April 30, 2026. This page is a static snapshot rebuilt weekly on October 14, 2026; a live search always shows the current data.
At Velocity Financial, Inc.'s shareholder meeting held May 21, 2026, in the 2025-2026 proxy season, 128 asset managers reported how they voted in their SEC Form N-PX filings, covering 1,453 separate fund positions. Their filings are grouped here into 10 reported items; because filers word the same ballot item differently, that can be more than the number of items on the ballot. Velocity Financial, Inc.'s own Form 8-K tally for this meeting is published below, but no row in it could be matched to the most widely held item, so this page states no certified outcome for that item. On that item — Approve 2025 executive compensation on an advisory basis. — the reporting funds and managers cast 99.6% of the shares they voted in favour (FOR divided by FOR plus AGAINST plus WITHHELD; abstained and unvoted shares are excluded because neither took a side). Fund and manager reports are combined in it and may count the same shares twice: it adds fund reports to institutional-manager reports, which can cover the same shares. It is not the company's certified result.
Velocity Financial, Inc. proxy season coverage: 2024-2025 · 2025-2026 (this page).
Download data (CSV): ballot items · votes by manager · column guide.