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 |
|---|---|---|---|---|---|---|
| December 30, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 90 | $16.25 | $1,462.50 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 8 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| December 29, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 14 | $15.44 | $216.16 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 13 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, as Co-Trustee for Carmen Zink Trust Disclosed balance after: 329 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| December 29, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 747 | $15.44 | $11,533.68 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| September 30, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 80 | $16.32 | $1,305.60 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| September 29, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 13 | $15.50 | $201.50 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 12 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, as Co-Trustee for Carmen Zink Trust Disclosed balance after: 329 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| September 29, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 663 | $15.50 | $10,276.50 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| July 19, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 652 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 14 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Gregory L Zink Trust Disclosed balance after: 3,623 F2 · kind: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| June 29, 2022 Filed Jul 1, 2022 14:02 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 2,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-22-040014 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,776.647 F1 · kind: On June 29, 2022, under the Shareholder and Board approved Newtek Business Services Corp. 2015 Stock Incentive Plan, the reporting person was granted 2,000 restricted shares of the Issuer's common stock as a restricted stock award. Forfeiture restrictions will lapse as to one-third of such restricted shares each year for three years and dividends in the form of common stock will be paid during the restricted period, with forfeiture restrictions lapsing as to one-third of such restricted common shares each year for three years. Read SEC document |
| June 29, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 12 | $17.98 | $215.76 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 11 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, as Co-Trustee for Carmen Zink Trust Disclosed balance after: 329 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| June 29, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 633 | $17.98 | $11,381.34 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| March 31, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 15 | $26.70 | $400.50 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| March 30, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 7 | $25.36 | $177.52 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 10 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, as Co-Trustee for Carmen Zink Trust Disclosed balance after: 329 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| March 30, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 379 | $25.36 | $9,611.44 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| January 04, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 11 | $26.02 | $286.22 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 9 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse, as Co-Trustee for Carmen Zink Trust Disclosed balance after: 329 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| January 04, 2022 Filed Feb 3, 2023 15:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 574 | $26.02 | $14,935.48 |
DisclosureSEC source: 0001209191-23-006503 · doc5.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,021 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer F2 · balance_after: Reflects shares transferred from direct ownership to indirect ownership in 2022. Read SEC document |
| December 30, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 22 | $27.39 | $602.58 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 8 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| October 07, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 8.9643 | $26.34 | $236.16 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 12 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 270.8663 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| October 07, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 410.2098 | $26.34 | $10,806.57 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| September 30, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 18 | $27.73 | $499.14 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| July 07, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 5.4223 | $33.17 | $179.88 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 11 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 270.8663 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| July 07, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 248.1235 | $33.17 | $8,231.25 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| June 30, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 22 | $34.92 | $768.24 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| April 06, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 4.9675 | $25.37 | $126.00 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 10 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 270.8663 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| April 06, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 227.314 | $25.37 | $5,765.82 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| March 31, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 20 | $26.70 | $534.00 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| January 05, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 6.5122 | $17.72 | $115.40 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 9 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 270.8663 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| January 05, 2021 Filed Jan 11, 2022 19:43 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 297.9997 | $17.72 | $5,280.55 |
DisclosureSEC source: 0001209191-22-002824 · doc5.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,776.647 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer Read SEC document |
| December 30, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 27 | $18.65 | $503.55 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 05, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 8 | $17.64 | $141.12 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 10 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 245 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 05, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 358 | $17.64 | $6,315.12 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 30, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 32 | $18.57 | $594.24 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| August 10, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 7 | $17.79 | $124.53 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 9 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 245 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| August 10, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 380 | $17.79 | $6,760.20 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 31, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 30 | $18.73 | $561.90 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| May 13, 2020 Filed May 13, 2020 15:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $13.91 | $6,954.75 |
DisclosureSEC source: 0001209191-20-028732 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,304 Read SEC document |
| April 09, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 8 | $12.55 | $100.40 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 8 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 245 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 09, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 350 | $12.55 | $4,392.50 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 31, 2020 Filed Jan 25, 2021 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 32 | $13.21 | $422.72 |
DisclosureSEC source: 0001209191-21-005019 · doc5.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,511 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 16:07 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 750 | $8.61 | $6,457.50 |
DisclosureSEC source: 0001209191-20-019939 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,804 Read SEC document |
| March 11, 2020 Filed Mar 12, 2020 13:27 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $15.31 | $7,655.00 |
DisclosureSEC source: 0001209191-20-018331 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,054 Read SEC document |
| December 31, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 7.1971 | $21.25 | $152.95 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 12 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 223 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 31, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 245.739 | $21.25 | $5,221.95 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 10 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,554 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 30, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 44 | $22.37 | $984.28 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 9 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,554 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 30, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 19.187 | $22.80 | $437.46 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 8 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,554 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 20, 2019 Filed Dec 20, 2019 16:20 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 400 | $22.75 | $9,100.00 |
DisclosureSEC source: 0001209191-19-061444 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,522.97 Read SEC document |
| October 09, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 5.6711 | $21.45 | $121.65 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 11 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 223 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 09, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 193.643 | $21.45 | $4,153.64 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,554 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 30, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 35 | $22.58 | $790.30 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,554 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 30, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 15.292 | $22.79 | $348.50 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,554 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| August 14, 2019 Filed Aug 14, 2019 16:02 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $20.82 | $10,410.00 |
DisclosureSEC source: 0001209191-19-045839 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,122.97 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.