Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NewtekOne, Inc.NEWT · Entity 5823 | Director | March 23, 2017 | March 24, 2017 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
NewtekOne, Inc.
Report date March 23, 2017 · Filed March 24, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 56,980 |
Reported balance
After 2017-03-23 transaction · row 1
1 source rowRow 1 · 2017-03-23 · Purchase · Acquired 1,000 · Balance 56,980 |
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| March 23, 2017 Filed Mar 24, 2017 09:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $16.50 | $16,500.00 |
DisclosureSEC source: 0001209191-17-022694 · doc4.xml · nonDerivative · entry 1 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 56,980 Read SEC document |
| July 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 268 | $12.86 | $3,446.48 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 9 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,980 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| July 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 483 | $12.86 | $6,211.38 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 8 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,712 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| July 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 62 | $12.16 | $753.92 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 7 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,229 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| July 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 674 | $12.86 | $8,667.64 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 6 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 55,167 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| April 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 240 | $12.54 | $3,009.60 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 5 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,493 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| April 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 481 | $12.54 | $6,031.74 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 4 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 54,253 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| April 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 57 | $12.90 | $735.30 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 3 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,772 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| April 01, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 672 | $12.54 | $8,426.88 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 2 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,715 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| January 19, 2016 Filed Jan 4, 2017 14:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 66 | $12.35 | $815.10 |
DisclosureSEC source: 0001209191-17-000734 · doc5.xml · nonDerivative · entry 1 Kirschner Sam · CIK 0001536869 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 53,043 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.