Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| 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.
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 | 9,010 |
Reported balance
After 2026-06-16 transaction · row 1
1 source rowRow 1 · 2026-06-16 · Grant · Acquired 1,825 · Balance 9,010 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 20:44 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon Stock | 1,825 | $13.70 | $25,002.50 |
DisclosureSEC source: 0001628280-26-044383 · wk-form4_1781815492.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,010 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 |
| June 03, 2026 Filed Jun 4, 2026 12:53 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $12.70 | $12,695.50 |
DisclosureSEC source: 0001628280-26-040637 · wk-form4_1780577593.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,185 Read SEC document |
| May 15, 2026 Filed May 18, 2026 12:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 330 | $12.72 | $4,197.60 |
DisclosureSEC source: 0001628280-26-035819 · wk-form4_1779109176.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,185 Read SEC document |
| December 31, 2025 Filed Feb 2, 2026 21:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 25 | $11.40 | $285.00 |
DisclosureSEC source: 0001628280-26-004599 · wk-form5_1770066077.xml · nonDerivative · entry 7 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 05, 2025 Filed Dec 8, 2025 13:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 789 | $11.31 | $8,924.69 |
DisclosureSEC source: 0001628280-25-055719 · wk-form4_1765200797.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,572 Read SEC document |
| October 24, 2025 Filed Feb 2, 2026 21:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 18 | $10.90 | $196.20 |
DisclosureSEC source: 0001628280-26-004599 · wk-form5_1770066077.xml · nonDerivative · entry 6 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 24, 2025 Filed Feb 2, 2026 21:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 40 | $11.05 | $442.00 |
DisclosureSEC source: 0001628280-26-004599 · wk-form5_1770066077.xml · nonDerivative · entry 5 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 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 21:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 17 | $11.42 | $194.14 |
DisclosureSEC source: 0001628280-26-004599 · wk-form5_1770066077.xml · nonDerivative · entry 4 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 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 21:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 38 | $11.48 | $436.24 |
DisclosureSEC source: 0001628280-26-004599 · wk-form5_1770066077.xml · nonDerivative · entry 3 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| June 30, 2025 Filed Jul 1, 2025 13:18 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 2,283 | $10.95 | $24,998.85 |
DisclosureSEC source: 0001587987-25-000117 · wk-form4_1751375892.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,783 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 |
| May 12, 2025 Filed May 12, 2025 16:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $10.94 | $10,944.20 |
DisclosureSEC source: 0001587987-25-000081 · wk-form4_1747066894.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,500 Read SEC document |
| April 30, 2025 Filed Feb 2, 2026 21:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 18 | $10.75 | $193.45 |
DisclosureSEC source: 0001628280-26-004599 · wk-form5_1770066077.xml · nonDerivative · entry 2 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 20, 2025 Filed Mar 21, 2025 13:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $12.48 | $6,239.65 |
DisclosureSEC source: 0001587987-25-000055 · wk-form4_1742561996.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,500 Read SEC document |
| January 21, 2025 Filed Feb 2, 2026 21:01 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 15 | $12.32 | $184.80 |
DisclosureSEC source: 0001628280-26-004599 · wk-form5_1770066077.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,775 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 15:27 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $12.83 | $6,413.45 |
DisclosureSEC source: 0001587987-24-000251 · wk-form4_1734967632.xml · nonDerivative · entry 1 Brunet Craig Jeffry · CIK 0001368936 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,000 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.