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 |
|---|---|---|---|---|---|---|
| March 30, 2018 Filed Jan 28, 2019 21:26 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,327.57 | $17.62 | $23,391.78 |
DisclosureSEC source: 0001209191-19-005525 · doc5.xml · nonDerivative · entry 1 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 |
| February 26, 2018 Filed Feb 27, 2018 13:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon Stock | 58,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001209191-18-013705 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,057,083 F1 · shares: On February 26, 2018, under the Shareholder and Board approved Newtek Business Services Corp. 2015 Stock Incentive Plan, the reporting person was granted 58,480 restricted shares of the Issuer's common stock as a restricted stock award. The award vests on March 15, 2021. Dividends, in the form of common stock, will be paid during the restricted period, and such common stock will also vest on March 15, 2021. Read SEC document |
| December 18, 2017 Filed Dec 18, 2017 17:23 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $18.63 | $18,625.00 |
DisclosureSEC source: 0001209191-17-066089 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,009,113 Read SEC document |
| November 16, 2017 Filed Nov 16, 2017 15:51 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $17.05 | $17,050.00 |
DisclosureSEC source: 0001209191-17-061068 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,008,113 Read SEC document |
| November 15, 2017 Filed Nov 15, 2017 21:26 UTC Amendment | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 400 | $17.06 | $6,824.00 |
DisclosureSEC source: 0001209191-17-060885 · doc4a.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,007,113 Read SEC document |
| November 15, 2017 Filed Nov 15, 2017 20:16 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 400 | $17.06 | $6,824.00 |
DisclosureSEC source: 0001209191-17-060848 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,007,113 Read SEC document |
| November 15, 2017 Filed Nov 15, 2017 18:26 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 600 | $17.01 | $10,206.00 |
DisclosureSEC source: 0001209191-17-060810 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,006,713 Read SEC document |
| November 06, 2017 Filed Nov 6, 2017 14:45 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 3,000 | $16.60 | $49,785.00 |
DisclosureSEC source: 0001209191-17-059349 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,006,113 Read SEC document |
| August 15, 2017 Filed Jan 16, 2018 21:49 UTC | NewtekOne, Inc. NEWT · Entity 5823 | Tax withholdingCommon stock | 11,770 | $16.96 | $199,619.20 |
DisclosureSEC source: 0001209191-18-003618 · doc5.xml · nonDerivative · entry 3 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998,603 F2 · kind: Disposition by Reporting Person to Issuer under the Issuer's 2015 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares Read SEC document |
| August 11, 2017 Filed Aug 11, 2017 14:10 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $16.49 | $16,489.00 |
DisclosureSEC source: 0001209191-17-048512 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,003,113 Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 17:47 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 100 | $16.52 | $1,652.00 |
DisclosureSEC source: 0001209191-17-048387 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,002,113 Read SEC document |
| August 10, 2017 Filed Aug 10, 2017 17:47 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 900 | $16.53 | $14,876.10 |
DisclosureSEC source: 0001209191-17-048387 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,002,013 Read SEC document |
| June 30, 2017 Filed Jan 16, 2018 21:49 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 699 | $16.29 | $11,386.71 |
DisclosureSEC source: 0001209191-18-003618 · doc5.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998,603 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| May 26, 2017 Filed May 30, 2017 13:45 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $16.85 | $16,850.00 |
DisclosureSEC source: 0001209191-17-036046 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,001,113 Read SEC document |
| March 31, 2017 Filed Jan 16, 2018 21:49 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 561 | $16.98 | $9,525.78 |
DisclosureSEC source: 0001209191-18-003618 · doc5.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998,603 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| March 22, 2017 Filed Mar 22, 2017 14:13 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 700 | $16.24 | $11,366.39 |
DisclosureSEC source: 0001209191-17-022187 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee for Barry Sloane Revocable Trust Disclosed balance after: 1,000,113 Read SEC document |
| March 21, 2017 Filed Mar 21, 2017 15:17 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 700 | $16.77 | $11,739.00 |
DisclosureSEC source: 0001209191-17-021935 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Indirect · As Trustee for Barry Sloane Revocable Trust Disclosed balance after: 999,413 Read SEC document |
| December 31, 2016 Filed Jan 3, 2017 20:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 684 | $15.90 | $10,875.60 |
DisclosureSEC source: 0001209191-17-000135 · doc5.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998,713 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. Read SEC document |
| December 19, 2016 Filed Dec 19, 2016 14:47 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $15.40 | $15,400.00 |
DisclosureSEC source: 0001209191-16-155770 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 997,233 Read SEC document |
| November 29, 2016 Filed Nov 29, 2016 15:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 41 | $15.00 | $615.00 |
DisclosureSEC source: 0001209191-16-152254 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 996,233 Read SEC document |
| November 29, 2016 Filed Nov 29, 2016 15:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 959 | $15.05 | $14,432.95 |
DisclosureSEC source: 0001209191-16-152254 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 996,192 Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 15:06 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 400 | $14.33 | $5,732.00 |
DisclosureSEC source: 0001209191-16-148971 · doc4.xml · nonDerivative · entry 4 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 995,233 Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 15:06 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 9 | $14.33 | $128.93 |
DisclosureSEC source: 0001209191-16-148971 · doc4.xml · nonDerivative · entry 3 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 994,833 Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 15:06 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 400 | $14.28 | $5,710.00 |
DisclosureSEC source: 0001209191-16-148971 · doc4.xml · nonDerivative · entry 2 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 994,824 Read SEC document |
| November 09, 2016 Filed Nov 9, 2016 15:06 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 191 | $14.33 | $2,737.03 |
DisclosureSEC source: 0001209191-16-148971 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 994,424 Read SEC document |
| November 07, 2016 Filed Nov 7, 2016 19:05 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 1,000 | $14.90 | $14,900.00 |
DisclosureSEC source: 0001209191-16-148551 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 994,233 Read SEC document |
| November 07, 2016 Filed Nov 7, 2016 16:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,000 | $14.72 | $14,720.00 |
DisclosureSEC source: 0001209191-16-148526 · doc4.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 993,233 Read SEC document |
| September 30, 2016 Filed Jan 3, 2017 20:33 UTC | NewtekOne, Inc. NEWT · Entity 5823 | OtherCommon Stock | 796 | $14.26 | $11,350.96 |
DisclosureSEC source: 0001209191-17-000135 · doc5.xml · nonDerivative · entry 1 SLOANE BARRY · CIK 0001124485 · Director · Chairman & CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 998,029 F1 · kind: This stock was received by the Reporting Person pursuant to a regular quarterly dividend declared by Newtek Business Services Corp. 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.