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 |
|---|---|---|---|---|---|---|
| July 05, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 137.356 | $21.85 | $3,001.23 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 4 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 |
| June 28, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 27 | $23.00 | $621.00 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 3 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 |
| June 14, 2019 Filed Jun 17, 2019 16:30 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 1,332 | $22.52 | $29,996.64 |
DisclosureSEC source: 0001209191-19-037340 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,622.97 F1 · kind: On June 14, 2019, under the Shareholder and Board approved Newtek Business Services Corp. 2015 Stock Incentive Plan, the reporting person was granted 1,332 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 |
| May 31, 2019 Filed Jun 3, 2019 13:32 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 250 | $21.03 | $5,257.50 |
DisclosureSEC source: 0001209191-19-033775 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,290.97 Read SEC document |
| April 08, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 131.698 | $18.66 | $2,457.48 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 2 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 |
| March 21, 2019 Filed Mar 21, 2019 18:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 75 | $19.19 | $1,439.25 |
DisclosureSEC source: 0001209191-19-020735 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,040.97 Read SEC document |
| January 10, 2019 Filed Jan 6, 2020 22:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 181.566 | $16.42 | $2,981.31 |
DisclosureSEC source: 0001209191-20-001998 · doc5.xml · nonDerivative · entry 1 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 28, 2018 Filed Feb 4, 2019 18:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 14.434 | $17.71 | $255.63 |
DisclosureSEC source: 0001209191-19-006681 · doc5.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,965.971 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 300 | $20.04 | $6,012.00 |
DisclosureSEC source: 0001209191-18-061673 · doc4.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,496.75 Read SEC document |
| December 07, 2018 Filed Dec 10, 2018 13:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 200 | $20.03 | $4,006.00 |
DisclosureSEC source: 0001209191-18-061673 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,196.75 Read SEC document |
| October 09, 2018 Filed Feb 4, 2019 18:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 128.6679 | $19.89 | $2,559.59 |
DisclosureSEC source: 0001209191-19-006681 · doc5.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,965.971 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| September 28, 2018 Filed Feb 4, 2019 18:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 11.313 | $21.21 | $239.95 |
DisclosureSEC source: 0001209191-19-006681 · doc5.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,965.971 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| August 31, 2018 Filed Sep 4, 2018 12:22 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $23.20 | $11,600.00 |
DisclosureSEC source: 0001209191-18-049137 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,996.75 Read SEC document |
| July 11, 2018 Filed Feb 4, 2019 18:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 115.81 | $18.92 | $2,191.01 |
DisclosureSEC source: 0001209191-19-006681 · doc5.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,965.971 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| June 06, 2018 Filed Jun 6, 2018 15:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 250 | $19.71 | $4,927.50 |
DisclosureSEC source: 0001209191-18-035989 · doc4.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,496.75 Read SEC document |
| June 05, 2018 Filed Jun 5, 2018 16:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $19.31 | $9,655.00 |
DisclosureSEC source: 0001209191-18-035476 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,996.75 Read SEC document |
| June 05, 2018 Filed Jun 6, 2018 15:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 250 | $19.12 | $4,780.00 |
DisclosureSEC source: 0001209191-18-035989 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,246.75 Read SEC document |
| April 13, 2018 Filed Feb 4, 2019 18:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 98.4109 | $16.74 | $1,647.30 |
DisclosureSEC source: 0001209191-19-006681 · doc5.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,965.971 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| January 10, 2018 Filed Feb 4, 2019 18:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 100.5849 | $17.58 | $1,767.78 |
DisclosureSEC source: 0001209191-19-006681 · doc5.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,965.971 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 14:15 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 250 | $16.88 | $4,220.00 |
DisclosureSEC source: 0001209191-17-059533 · doc4.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,179.75 Read SEC document |
| November 06, 2017 Filed Nov 7, 2017 14:15 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 250 | $16.84 | $4,210.00 |
DisclosureSEC source: 0001209191-17-059533 · doc4.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,929.75 Read SEC document |
| October 05, 2017 Filed Jan 16, 2018 21:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 89 | $16.93 | $1,506.68 |
DisclosureSEC source: 0001209191-18-003600 · doc5.xml · nonDerivative · entry 3 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,496.75 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 11, 2017 Filed Jan 16, 2018 21:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 5 | $15.48 | $77.38 |
DisclosureSEC source: 0001209191-18-003600 · doc5.xml · nonDerivative · entry 7 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 209 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 11, 2017 Filed Jan 16, 2018 21:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 61 | $15.48 | $943.98 |
DisclosureSEC source: 0001209191-18-003600 · doc5.xml · nonDerivative · entry 5 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Gregory L Zink Trust Disclosed balance after: 2,422 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 11, 2017 Filed Jan 16, 2018 21:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 124 | $15.48 | $1,918.90 |
DisclosureSEC source: 0001209191-18-003600 · doc5.xml · nonDerivative · entry 2 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,496.75 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 06, 2017 Filed Jan 16, 2018 21:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 4 | $16.13 | $64.52 |
DisclosureSEC source: 0001209191-18-003600 · doc5.xml · nonDerivative · entry 6 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Carmen Zink Trust Disclosed balance after: 209 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 06, 2017 Filed Jan 16, 2018 21:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 52 | $16.13 | $838.81 |
DisclosureSEC source: 0001209191-18-003600 · doc5.xml · nonDerivative · entry 4 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · As Co-Trustee for Gregory L Zink Trust Disclosed balance after: 2,422 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| April 06, 2017 Filed Jan 16, 2018 21:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 104 | $16.13 | $1,677.62 |
DisclosureSEC source: 0001209191-18-003600 · doc5.xml · nonDerivative · entry 1 Zink Gregory L · CIK 0001702555 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,496.75 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. 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.