Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| INTELLIGENT PROTECTION MANAGEMENT CORP.IPM · Entity 7555 | Director | May 21, 2026 | May 22, 2026 |
| NewtekOne, Inc.NEWT · Entity 5823 | Director · President, Chairman & CEO | June 15, 2026 | June 16, 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.
INTELLIGENT PROTECTION MANAGEMENT CORP.
Report date May 21, 2026 · Filed May 22, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 5,000 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Purchase · Acquired 5,000 · Balance 5,000 |
NewtekOne, Inc.
Report date June 15, 2026 · Filed June 16, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 1,181,914 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Purchase · Acquired 5,000 · Balance 1,181,914 |
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 |
|---|---|---|---|---|---|---|
| May 18, 2020 Filed May 18, 2020 14:41 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $15.25 | $7,625.00 |
DisclosureSEC source: 0001209191-20-029960 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052,594 Read SEC document |
| May 14, 2020 Filed May 14, 2020 14:09 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $13.00 | $13,000.00 |
DisclosureSEC source: 0001209191-20-029038 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,052,094 Read SEC document |
| May 12, 2020 Filed May 12, 2020 15:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $15.05 | $7,525.00 |
DisclosureSEC source: 0001209191-20-028423 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,051,094 Read SEC document |
| May 12, 2020 Filed May 12, 2020 15:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $15.00 | $7,500.00 |
DisclosureSEC source: 0001209191-20-028423 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050,594 Read SEC document |
| March 31, 2020 Filed Jan 25, 2021 15:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 2,358 | $13.21 | $31,149.18 |
DisclosureSEC source: 0001209191-21-005031 · doc5.xml · nonDerivative · entry 5 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982,450 F4 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 23, 2020 Filed Jan 25, 2021 15:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 80,000 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-005031 · doc5.xml · nonDerivative · entry 4 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982,450 F3 · kind: Gift to The B Sloane Family Foundation, a 501(c)(3) private foundation, of which Reporting Person shares voting and dispositive power; Reporting Person disclaims beneficial ownership of The B Sloane Family Foundation. F2 · price: Bona Fide Gift. No compensation was given to the Reporting Person for the gifting of shares. Read SEC document |
| March 20, 2020 Filed Mar 20, 2020 14:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $12.40 | $12,395.00 |
DisclosureSEC source: 0001209191-20-020379 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,050,094 Read SEC document |
| March 19, 2020 Filed Mar 19, 2020 13:52 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $8.88 | $4,440.00 |
DisclosureSEC source: 0001209191-20-020173 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,049,094 Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 16:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $8.57 | $8,570.00 |
DisclosureSEC source: 0001209191-20-019941 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,047,594 Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 19:03 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $8.19 | $8,190.00 |
DisclosureSEC source: 0001209191-20-019973 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,048,594 Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 15:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $8.77 | $8,770.00 |
DisclosureSEC source: 0001209191-20-019930 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,046,594 Read SEC document |
| March 18, 2020 Filed Mar 18, 2020 15:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $8.70 | $8,700.00 |
DisclosureSEC source: 0001209191-20-019930 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,045,594 Read SEC document |
| March 13, 2020 Filed Mar 13, 2020 13:53 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $13.43 | $13,430.00 |
DisclosureSEC source: 0001209191-20-018695 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,044,594 Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 14:48 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $13.10 | $13,100.00 |
DisclosureSEC source: 0001209191-20-018350 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,043,594 Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 14:03 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $12.64 | $12,640.00 |
DisclosureSEC source: 0001209191-20-018335 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,042,594 Read SEC document |
| March 12, 2020 Filed Mar 12, 2020 14:03 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $12.46 | $12,460.00 |
DisclosureSEC source: 0001209191-20-018335 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,041,594 Read SEC document |
| March 10, 2020 Filed Mar 10, 2020 14:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 889 | $16.36 | $14,544.04 |
DisclosureSEC source: 0001209191-20-017567 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,040,594 Read SEC document |
| March 10, 2020 Filed Mar 10, 2020 14:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 111 | $16.27 | $1,805.97 |
DisclosureSEC source: 0001209191-20-017567 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039,705 Read SEC document |
| March 09, 2020 Filed Mar 9, 2020 15:12 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $16.29 | $16,290.00 |
DisclosureSEC source: 0001209191-20-017123 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039,594 Read SEC document |
| March 09, 2020 Filed Mar 9, 2020 15:12 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $16.30 | $16,300.00 |
DisclosureSEC source: 0001209191-20-017123 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,039,594 Read SEC document |
| January 02, 2020 Filed Jan 25, 2021 15:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-005031 · doc5.xml · nonDerivative · entry 3 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982,450 F1 · kind: Bona Fide Gift F2 · price: Bona Fide Gift. No compensation was given to the Reporting Person for the gifting of shares. Read SEC document |
| January 02, 2020 Filed Jan 25, 2021 15:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-005031 · doc5.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982,450 F1 · kind: Bona Fide Gift F2 · price: Bona Fide Gift. No compensation was given to the Reporting Person for the gifting of shares. Read SEC document |
| January 02, 2020 Filed Jan 25, 2021 15:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 500 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001209191-21-005031 · doc5.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 982,450 F1 · kind: Bona Fide Gift F2 · price: Bona Fide Gift. No compensation was given to the Reporting Person for the gifting of shares. Read SEC document |
| December 30, 2019 Filed Jan 6, 2020 18:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 2,177.78 | $22.37 | $48,716.94 |
DisclosureSEC source: 0001209191-20-001590 · doc5.xml · nonDerivative · entry 6 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,594 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 19, 2019 Filed Jan 6, 2020 18:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 500 | $22.55 | $11,275.00 |
DisclosureSEC source: 0001209191-20-001590 · doc5.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,594 Read SEC document |
| December 18, 2019 Filed Jan 6, 2020 18:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon Stock | 1,000 | $22.92 | $22,920.00 |
DisclosureSEC source: 0001209191-20-001590 · doc5.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,594 Read SEC document |
| September 30, 2019 Filed Jan 6, 2020 18:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,718.34 | $22.58 | $38,800.12 |
DisclosureSEC source: 0001209191-20-001590 · doc5.xml · nonDerivative · entry 5 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,594 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| August 13, 2019 Filed Aug 13, 2019 15:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 2,000 | $21.18 | $42,360.00 |
DisclosureSEC source: 0001209191-19-045693 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,033,906 Read SEC document |
| August 12, 2019 Filed Aug 12, 2019 14:49 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 2,000 | $20.94 | $41,886.00 |
DisclosureSEC source: 0001209191-19-045447 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,031,906 Read SEC document |
| August 09, 2019 Filed Aug 12, 2019 14:49 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 198 | $20.65 | $4,088.70 |
DisclosureSEC source: 0001209191-19-045447 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,029,906 Read SEC document |
| June 28, 2019 Filed Jan 6, 2020 18:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,311.7 | $23.00 | $30,169.10 |
DisclosureSEC source: 0001209191-20-001590 · doc5.xml · nonDerivative · entry 4 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,594 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 29, 2019 Filed Jan 6, 2020 18:42 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,309.09 | $19.64 | $25,710.53 |
DisclosureSEC source: 0001209191-20-001590 · doc5.xml · nonDerivative · entry 3 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,037,594 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 20, 2019 Filed Mar 20, 2019 19:39 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $19.69 | $19,690.00 |
DisclosureSEC source: 0001209191-19-020562 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,024,708 Read SEC document |
| March 20, 2019 Filed Mar 20, 2019 19:39 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 3,000 | $19.70 | $59,100.00 |
DisclosureSEC source: 0001209191-19-020562 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,023,708 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 12:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $19.66 | $9,830.00 |
DisclosureSEC source: 0001209191-19-020697 · doc4.xml · nonDerivative · entry 5 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,029,708 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 12:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 2,000 | $19.68 | $39,360.00 |
DisclosureSEC source: 0001209191-19-020697 · doc4.xml · nonDerivative · entry 4 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,029,208 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 12:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $19.71 | $19,710.00 |
DisclosureSEC source: 0001209191-19-020697 · doc4.xml · nonDerivative · entry 3 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,027,208 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 12:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $19.70 | $9,850.00 |
DisclosureSEC source: 0001209191-19-020697 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,026,208 Read SEC document |
| March 20, 2019 Filed Mar 21, 2019 12:00 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $19.56 | $19,560.00 |
DisclosureSEC source: 0001209191-19-020697 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,025,708 Read SEC document |
| December 28, 2018 Filed Jan 28, 2019 21:26 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,807.54 | $17.28 | $31,234.29 |
DisclosureSEC source: 0001209191-19-005525 · doc5.xml · nonDerivative · entry 4 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020,708 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| December 20, 2018 Filed Dec 20, 2018 15:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $16.42 | $16,416.00 |
DisclosureSEC source: 0001209191-18-063612 · doc4.xml · nonDerivative · entry 3 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,014,911 Read SEC document |
| December 20, 2018 Filed Dec 20, 2018 15:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $16.48 | $16,480.00 |
DisclosureSEC source: 0001209191-18-063612 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,013,911 Read SEC document |
| December 20, 2018 Filed Dec 20, 2018 15:21 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $16.49 | $16,485.00 |
DisclosureSEC source: 0001209191-18-063612 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,012,911 Read SEC document |
| December 18, 2018 Filed Dec 18, 2018 17:19 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseBarry Sloane | 1,000 | $17.47 | $17,470.00 |
DisclosureSEC source: 0001209191-18-063101 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,011,911 Read SEC document |
| December 06, 2018 Filed Dec 6, 2018 16:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $20.10 | $20,100.00 |
DisclosureSEC source: 0001209191-18-061163 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,010,911 Read SEC document |
| November 14, 2018 Filed Nov 14, 2018 16:15 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $19.47 | $9,735.00 |
DisclosureSEC source: 0001209191-18-058441 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,009,911 Read SEC document |
| September 30, 2018 Filed Jan 28, 2019 21:26 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,399.86 | $20.94 | $29,313.07 |
DisclosureSEC source: 0001209191-19-005525 · doc5.xml · nonDerivative · entry 3 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020,708 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| August 30, 2018 Filed Aug 30, 2018 17:41 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $23.17 | $23,170.00 |
DisclosureSEC source: 0001209191-18-048903 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,009,411 Read SEC document |
| June 30, 2018 Filed Jan 28, 2019 21:26 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,261.63 | $19.91 | $25,119.05 |
DisclosureSEC source: 0001209191-19-005525 · doc5.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020,708 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| June 04, 2018 Filed Jun 6, 2018 20:41 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GiftCommon stock | 50,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-036087 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008,411 F1 · kind: Reporting person gifted shares to the SAMCO Five Irrevocable Trust. The reporting person disclaims beneficial ownership of these securities. 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.