Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Amalgamated Financial Corp.AMAL · Entity 1203 | SVP & CAO | July 19, 2021 | July 21, 2021 |
| NewtekOne, Inc.NEWT · Entity 5823 | Cheif Financial Officer | June 15, 2026 | June 15, 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.
Amalgamated Financial Corp.
Report date July 19, 2021 · Filed July 21, 2021
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
Holding disclosure · report date 2021-07-19 · row 1
Holding and transaction disclosures are not merged.
1 source rowRow 1 · Balance 0 |
NewtekOne, Inc.
Report date June 15, 2026 · Filed June 15, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 36,736 |
Reported balance
After 2026-06-15 transaction · row 1
1 source rowRow 1 · 2026-06-15 · Purchase · Acquired 500 · Balance 36,736 |
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 15, 2026 Filed Jun 15, 2026 18:02 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 500 | $13.92 | $6,957.50 |
DisclosureSEC source: 0001628280-26-043091 · wk-form4_1781546550.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,736 Read SEC document |
| January 14, 2026 Filed Jan 16, 2026 13:59 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 1,556 | $13.91 | $21,643.96 |
DisclosureSEC source: 0001628280-26-002271 · wk-form4_1768571957.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,220 F1 · kind: On January 14, 2026, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 1,556 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after twenty-four (24) 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 |
| January 14, 2026 Filed Jan 16, 2026 14:51 UTC Amendment | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon Stock | 1,556 | $13.91 | $21,643.96 |
DisclosureSEC source: 0001628280-26-002293 · wk-form4a_1768575099.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,220 F1 · kind: This Amendment to Form 4 is being filed to correct the Transaction Code in Table I, Column 3a, from P to A. Read SEC document |
| October 24, 2025 Filed Jan 15, 2026 21:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 567 | $11.05 | $6,265.35 |
DisclosureSEC source: 0001628280-26-002168 · wk-form5_1768511072.xml · nonDerivative · entry 5 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,664 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 15, 2025 Filed Jan 15, 2026 21:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | Tax withholdingCommon Stock | 2,038 | $11.00 | $22,418.00 |
DisclosureSEC source: 0001628280-26-002168 · wk-form5_1768511072.xml · nonDerivative · entry 4 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,664 F2 · kind: Disposition by Reporting Person to Issuer under the Issuer's 2023 Stock Incentive Plan to satisfy tax withholding obligations relating to vesting of Restricted Shares. Read SEC document |
| July 21, 2025 Filed Jan 15, 2026 21:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 537 | $11.48 | $6,164.76 |
DisclosureSEC source: 0001628280-26-002168 · wk-form5_1768511072.xml · nonDerivative · entry 3 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,664 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| May 16, 2025 Filed May 19, 2025 12:29 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 500 | $11.22 | $5,610.00 |
DisclosureSEC source: 0001587987-25-000092 · wk-form4_1747657770.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · EVP, Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,526 Read SEC document |
| April 30, 2025 Filed Jan 15, 2026 21:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 582 | $10.40 | $6,052.80 |
DisclosureSEC source: 0001628280-26-002168 · wk-form5_1768511072.xml · nonDerivative · entry 2 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,664 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| January 13, 2025 Filed Jan 15, 2026 21:04 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon Stock | 491 | $12.14 | $5,960.74 |
DisclosureSEC source: 0001628280-26-002168 · wk-form5_1768511072.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · Cheif Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,664 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 21, 2024 Filed Jan 30, 2025 21:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 436 | $13.46 | $5,868.56 |
DisclosureSEC source: 0001587987-25-000016 · wk-form5_1738271692.xml · nonDerivative · entry 4 DeMaria Frank M · CIK 0001871721 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,026 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| October 04, 2024 Filed Oct 8, 2024 19:57 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 4,119 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000218 · wk-form4_1728417445.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 32,326 F1 · kind: On October 4, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 4,119 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after twelve (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 |
| July 19, 2024 Filed Jan 30, 2025 21:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 349 | $14.38 | $5,018.62 |
DisclosureSEC source: 0001587987-25-000016 · wk-form5_1738271692.xml · nonDerivative · entry 3 DeMaria Frank M · CIK 0001871721 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,026 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| July 01, 2024 Filed Jul 2, 2024 15:54 UTC | NewtekOne, Inc. NEWT · Entity 5823 | GrantCommon stock | 19,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001587987-24-000147 · wk-form4_1719935686.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 28,207 F1 · kind: On July 1, 2024, under the Shareholder and Board approved NewtekOne, Inc. 2023 Stock Incentive Plan, the reporting person was granted 19,889 restricted shares of the Issuer's common stock as a restricted stock award with 100% of the shares vesting after thirty-six (36) 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 |
| April 15, 2024 Filed Jan 30, 2025 21:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 109 | $11.22 | $1,222.98 |
DisclosureSEC source: 0001587987-25-000016 · wk-form5_1738271692.xml · nonDerivative · entry 2 DeMaria Frank M · CIK 0001871721 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,026 F1 · kind: Shares received by Reporting Person pursuant to regular quarterly dividend declared by Issuer. Read SEC document |
| January 12, 2024 Filed Jan 30, 2025 21:14 UTC | NewtekOne, Inc. NEWT · Entity 5823 | PurchaseCommon stock | 90 | $12.79 | $1,151.10 |
DisclosureSEC source: 0001587987-25-000016 · wk-form5_1738271692.xml · nonDerivative · entry 1 DeMaria Frank M · CIK 0001871721 · EVP, Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 33,026 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.