Schaefer Joy L. — SEC Form 4 filings
SEC reporting owner CIK 1524990. 7 Form 4 filings on record with FilingPulse; latest filed 2026-06-01.
Transaction summary — filings shown
Covers all 7 filings on record, filed 2024-05-21 to 2026-06-01. Counts and totals are arithmetic on values as filed — descriptive data, not a recommendation.
- Open-market purchases (code P, non-derivative): none reported.
- Open-market sales (code S, non-derivative): none reported.
- Other reported legs (grants, option exercises, tax withholding, gifts, derivative-security transactions, …): 9.
By issuer — same filings
Open-market purchase/sale legs on non-derivative securities, grouped by issuer. Role is as filed on the newest filing for that issuer. Dollar totals cover priced legs only (shares × price as filed). Ordered by priced transaction value, largest first.
| Issuer | Role (as filed) | Filings | Purchases (P) | Sales (S) | Other legs |
|---|---|---|---|---|---|
| Velocity Financial, Inc. (VEL) | Director | 4 | — | — | 6 |
| American Assets Trust, Inc. (AAT) | Director | 3 | — | — | 3 |
Form 4 filings — Schaefer Joy L.
| Filed | Form | Issuer | Reported transactions | Source |
|---|---|---|---|---|
| 2026-06-01 | 4 | American Assets Trust, Inc. (AAT) | Grant/award (A): 3,843 @ $0 | EDGAR |
| 2026-05-27 | 4 | Velocity Financial, Inc. (VEL) | Disposition to issuer (D): 3,603 @ $17.17 | EDGAR |
| 2026-05-22 | 4 | Velocity Financial, Inc. (VEL) | Grant/award (A): 5,413 @ $17.55 | EDGAR |
| 2025-06-02 | 4 | American Assets Trust, Inc. (AAT) | Grant/award (A): 4,453 @ $0 | EDGAR |
| 2025-05-27 | 4 | Velocity Financial, Inc. (VEL) | Grant/award (A): 5,764 @ $16.48 · Disposition to issuer (D): 4,377 @ $16.48 | EDGAR |
| 2024-06-03 | 4 | American Assets Trust, Inc. (AAT) | Grant/award (A): 2,295 @ $0 | EDGAR |
| 2024-05-21 | 4 | Velocity Financial, Inc. (VEL) | Grant/award (A): 5,313 @ $17.88 · Disposition to issuer (D): 4,964 @ $17.88 | EDGAR |
FilingPulse's Form 4 archive currently extends back to 2024-01-11 and is expanding backward through EDGAR history — earlier filings by this insider may not be indexed yet. Names and roles are shown as filed.
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