Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| NewtekOne, Inc.NEWT · Entity 5823 | Chief Information Officer | March 22, 2017 | March 22, 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 22, 2017 · Filed March 22, 2017
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common stockSEC Table I · non-derivative | Direct | 2,898 |
Reported balance
After 2017-03-22 transaction · row 1
1 source rowRow 1 · 2017-03-22 · Purchase · Acquired 355 · Balance 2,898 |
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 22, 2017 Filed Mar 22, 2017 10:39 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 355 | $16.14 | $5,729.70 |
DisclosureSEC source: 0001209191-17-022192 · doc4.xml · nonDerivative · entry 1 Joshi Nilesh · CIK 0001672347 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,898 Read SEC document |
| December 31, 2016 Filed Jan 4, 2017 08:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 43 | $15.90 | $683.70 |
DisclosureSEC source: 0001209191-17-000505 · doc5.xml · nonDerivative · entry 2 Joshi Nilesh · CIK 0001672347 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,543 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 |
| September 30, 2016 Filed Jan 4, 2017 08:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 50 | $14.26 | $713.00 |
DisclosureSEC source: 0001209191-17-000505 · doc5.xml · nonDerivative · entry 1 Joshi Nilesh · CIK 0001672347 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,500 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 |
| September 20, 2016 Filed Sep 22, 2016 17:47 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 800 | $13.82 | $11,056.00 |
DisclosureSEC source: 0001209191-16-142526 · doc4.xml · nonDerivative · entry 1 Joshi Nilesh · CIK 0001672347 · Chief Information Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,450 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.