Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Katapult Holdings, Inc.KPLT · Entity 5517 | Director | April 30, 2026 | May 05, 2026 |
| NewtekOne, Inc.NEWT · Entity 5823 | Director | June 16, 2026 | June 18, 2026 |
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.
Katapult Holdings, Inc.
Report date April 30, 2026 · Filed May 05, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 33,552 |
Reported balance
After 2026-04-30 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-04-30 · Grant · Acquired 20,979 · Balance 33,552 F1: Annual grant of restricted stock units ("RSUs") for service as a director of the Issuer. The RSUs vest on the earlier of (i) Apirl 30, 2027 and (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date. |
Filing footnotes · ownership attribution and instrument terms
F1: Annual grant of restricted stock units ("RSUs") for service as a director of the Issuer. The RSUs vest on the earlier of (i) Apirl 30, 2027 and (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date.
NewtekOne, Inc.
Report date June 16, 2026 · Filed June 18, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 37,910 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 1,825 · Balance 37,910 F1: On June 12, 2026, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,825 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. |
Filing footnotes · ownership attribution and instrument terms
F1: On June 12, 2026, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,825 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule.
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 |
|---|---|---|---|---|---|---|
| June 16, 2026 Filed Jun 18, 2026 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon Stock | 1,825 | $13.70 | $25,002.50 |
DisclosureSEC source: 0001628280-26-044401 · wk-form4_1781816430.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,910 F1 · kind: On June 12, 2026, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,825 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| May 08, 2026 Filed May 11, 2026 12:49 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $13.87 | $13,870.00 |
DisclosureSEC source: 0001702555-26-000002 · wk-form4_1778503795.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,085 Read SEC document |
| April 30, 2026 Filed May 5, 2026 00:01 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 20,979 | $7.15 | $149,999.85 |
DisclosureSEC source: 0001628280-26-030049 · wk-form4_1777939282.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,552 F1 · ownership.direct: Annual grant of restricted stock units ("RSUs") for service as a director of the Issuer. The RSUs vest on the earlier of (i) Apirl 30, 2027 and (ii) the date of the Issuer's 2027 Annual Meeting of Stockholders; subject to the Reporting Person's continued service as a director of the Issuer through the vesting date. Read SEC document |
| December 15, 2025 Filed Dec 15, 2025 14:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $12.06 | $6,030.00 |
DisclosureSEC source: 0001628280-25-056889 · wk-form4_1765809782.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,707 Read SEC document |
| November 26, 2025 Filed Dec 1, 2025 21:58 UTC | Katapult Holdings, Inc. KPLT · Entity 5517 | GrantCommon Stock | 12,573 | $0.00 | $0.00 |
DisclosureSEC source: 0000950103-25-015559 · dp238205_4-zink.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,573 F1 · shares: Initial grant of restricted stock units ("RSUs") for service as a director of the Issuer. The RSUs vest on the date of the Issuer's 2026 Annual Meeting of Stockholders, subject to the Reporting Person's continued service as a member of the Board until such vesting date. Read SEC document |
| November 03, 2025 Filed Nov 4, 2025 12:19 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $10.43 | $10,430.00 |
DisclosureSEC source: 0001628280-25-048530 · wk-form4_1762258770.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,207 Read SEC document |
| October 24, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 40 | $11.05 | $442.00 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,005 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 21, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 51 | $11.48 | $585.48 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,005 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 15, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 836 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 8 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Co-Trustee for Gregory L Zink Trust Disclosed balance after: 9,713 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| July 15, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 836 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,005 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 13:22 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 2,283 | $10.95 | $24,998.85 |
DisclosureSEC source: 0001587987-25-000119 · wk-form4_1751376122.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,207 F1 · kind: On June 30, 2025, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 2,283 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| June 15, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 2,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Co-Trustee for Gregory L Zink Trust Disclosed balance after: 9,713 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| June 15, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 2,053 | $0.00 | $0.00 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,005 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| May 09, 2025 Filed May 12, 2025 13:51 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $10.32 | $10,320.00 |
DisclosureSEC source: 0001587987-25-000079 · wk-form4_1747057889.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,924 Read SEC document |
| May 09, 2025 Filed May 12, 2025 13:51 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $10.46 | $10,460.00 |
DisclosureSEC source: 0001587987-25-000079 · wk-form4_1747057889.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,924 Read SEC document |
| April 30, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 52 | $10.40 | $540.80 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,005 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 21, 2025 Filed Mar 24, 2025 12:56 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $12.34 | $6,170.00 |
DisclosureSEC source: 0001587987-25-000057 · wk-form4_1742820979.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,924 Read SEC document |
| January 13, 2025 Filed Feb 2, 2026 21:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 44 | $12.14 | $534.16 |
DisclosureSEC source: 0001628280-26-004603 · wk-form5_1770066342.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,005 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 23, 2024 Filed Dec 23, 2024 16:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $12.75 | $6,375.00 |
DisclosureSEC source: 0001587987-24-000255 · wk-form4_1734970167.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,517 Read SEC document |
| November 15, 2024 Filed Nov 18, 2024 13:39 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $13.95 | $13,949.10 |
DisclosureSEC source: 0001587987-24-000239 · wk-form4_1731937189.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,017 Read SEC document |
| October 21, 2024 Filed Feb 6, 2025 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 39 | $13.46 | $524.94 |
DisclosureSEC source: 0001587987-25-000030 · wk-form5_1738875624.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,424 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 18, 2024 Filed Sep 18, 2024 14:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $11.38 | $11,380.00 |
DisclosureSEC source: 0001587987-24-000195 · wk-form4_1726668329.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,017 Read SEC document |
| July 25, 2024 Filed Feb 6, 2025 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 2,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-25-000030 · wk-form5_1738875624.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Co-Trustee for Gregory L Zink Trust Disclosed balance after: 6,824 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| July 25, 2024 Filed Feb 6, 2025 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 2,461 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-25-000030 · wk-form5_1738875624.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,424 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| July 19, 2024 Filed Feb 6, 2025 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 68 | $14.38 | $977.84 |
DisclosureSEC source: 0001587987-25-000030 · wk-form5_1738875624.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,424 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| June 17, 2024 Filed Jun 17, 2024 17:34 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $12.92 | $12,920.00 |
DisclosureSEC source: 0001587987-24-000124 · wk-form4_1718645652.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 29,085 Read SEC document |
| June 14, 2024 Filed Jun 18, 2024 18:32 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 1,932 | $12.94 | $25,000.08 |
DisclosureSEC source: 0001587987-24-000130 · wk-form4_1718735536.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,017 F1 · kind: On June 14, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,932 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| May 15, 2024 Filed May 15, 2024 14:34 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 200 | $14.20 | $2,840.00 |
DisclosureSEC source: 0001587987-24-000086 · wk-form4_1715783637.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,085 Read SEC document |
| May 15, 2024 Filed May 15, 2024 14:34 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 800 | $14.14 | $11,312.00 |
DisclosureSEC source: 0001587987-24-000086 · wk-form4_1715783637.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,085 Read SEC document |
| April 15, 2024 Filed Feb 6, 2025 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 263 | $11.40 | $2,998.20 |
DisclosureSEC source: 0001587987-25-000030 · wk-form5_1738875624.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,424 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 15, 2024 Filed Feb 6, 2025 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 53 | $11.22 | $594.66 |
DisclosureSEC source: 0001587987-25-000030 · wk-form5_1738875624.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,424 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| January 12, 2024 Filed Feb 6, 2025 21:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 44 | $12.79 | $562.76 |
DisclosureSEC source: 0001587987-25-000030 · wk-form5_1738875624.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 31,424 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 25, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 5 | $12.73 | $63.65 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 10 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 342 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 25, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 324 | $12.73 | $4,124.52 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,988 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 20, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 41 | $13.40 | $549.40 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,664 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 15, 2023 Filed Sep 15, 2023 14:30 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $16.50 | $8,250.00 |
DisclosureSEC source: 0001209191-23-049549 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,789 Read SEC document |
| September 06, 2023 Filed Sep 6, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $17.01 | $17,013.50 |
DisclosureSEC source: 0001209191-23-048279 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,289 Read SEC document |
| August 08, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 11 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Co-Trustee for Gregory L Zink Trust Disclosed balance after: 4,363 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| August 08, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon stock | 740 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,623 F2 · kind: Shares transferred by reporting person from direct ownership to indirect ownership. Read SEC document |
| July 21, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 3 | $17.02 | $51.06 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 9 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 337 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 21, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 38 | $17.92 | $680.96 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,363 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 21, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 224 | $17.02 | $3,812.48 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,325 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 10, 2023 Filed Jul 11, 2023 12:07 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-041982 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 25,289 F1 · kind: On July 10, 2023, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,568 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after 12 months. Dividends in the form of common stock will be paid during the restricted period, and such common stock will also vest pursuant to the vesting schedule. Read SEC document |
| June 07, 2023 Filed Jun 7, 2023 17:16 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $15.06 | $15,060.00 |
DisclosureSEC source: 0001209191-23-034958 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,721 Read SEC document |
| May 17, 2023 Filed May 18, 2023 13:40 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $11.40 | $5,700.00 |
DisclosureSEC source: 0001209191-23-030480 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,721 Read SEC document |
| April 14, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 5 | $12.40 | $62.00 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 8 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 334 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 14, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 30 | $13.05 | $391.50 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,101 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 14, 2023 Filed Jan 30, 2024 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 282 | $12.40 | $3,496.80 |
DisclosureSEC source: 0001587987-24-000029 · wk-form5_1706622879.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 27,071 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 23, 2023 Filed Mar 23, 2023 16:34 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $12.26 | $12,260.00 |
DisclosureSEC source: 0001209191-23-020707 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,221 Read SEC document |
| March 20, 2023 Filed Mar 20, 2023 17:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,200 | $12.02 | $14,424.00 |
DisclosureSEC source: 0001209191-23-020003 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 21,221 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.