Schaefer Joy L.
SEC insider (Form 3/4/5 filer). CIK 0001524990. Director at American Assets Trust, Inc. (AAT) and 1 other issuer. 6 reported Form 4/5 transactions since Sep 2024; latest on Jun 1, 2026. Located in SAN DIEGO, CA.
Companies Schaefer Joy L. has filed insider reports for
- American Assets Trust, Inc. (AAT): Director
- Velocity Financial, Inc. (VEL): Director
Schaefer Joy L.
CIK: 0001524990
Transaction Breakdown
Open Market Buys (P)0 (0.0%)
High conviction signal
Open Market Sales (S)0 (0.0%)
Position reduction
Option Exercises (M)0 (0.0%)
Derivative conversions
Awards (A)4 (66.7%)
Compensation grants
Other (G, F, J, C, D, …)2 (33.3%)
Gifts, tax withholding, conversions, dispositions to the issuer and other codes
Discretionary Trading P&L
Holdings
Transaction History (6 total)
- Jun 1, 2026AAT
American Assets Trust, Inc.
AwardDirect3.8K shares- - May 26, 2026VEL
Velocity Financial, Inc.
DispositionDirect3.6K shares at avg. $17.17$62K - May 21, 2026VEL
Velocity Financial, Inc.
AwardDirect5.4K shares at avg. $17.55$95K - Jun 2, 2025AAT
American Assets Trust, Inc.
AwardDirect4.5K shares- - May 23, 2025VEL
Velocity Financial, Inc.
AwardDirect5.8K shares at avg. $16.48$95K - May 23, 2025VEL
Velocity Financial, Inc.
DispositionDirect4.4K shares at avg. $16.48$72K
| Type | Shares | Price | Ownership | |||
|---|---|---|---|---|---|---|
| Jun 1, 2026 |  AAT American Assets Trust, Inc. | Award | 3,843 | - | $0 | Direct |
| May 26, 2026 |  VEL Velocity Financial, Inc. | Disposition | 3,603 | $17.17 | $61,864 | Direct |
| May 21, 2026 | VEL Velocity Financial, Inc. | Award | 5,413 | $17.55 | $94,998 | Direct |
| Jun 2, 2025 | AAT American Assets Trust, Inc. | Award | 4,453 | - | - | Direct |
| May 23, 2025 | VEL Velocity Financial, Inc. | Award | 5,764 | $16.48 | $94,991 | Direct |
| May 23, 2025 | VEL Velocity Financial, Inc. | Disposition | 4,377 | $16.48 | $72,133 | Direct |
1-6 of 6 transactions